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EP Wealth Advisors’s American Financial Group AFG Stock Holding History

EP Wealth Advisors’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,020
Closed -$258K – 1719
2026
Q1 		$258K Sell
2,020
-710
-26% -$92.2K ﹤0.01% 1254
2025
Q4 		$373K Buy
+2,730
New +$375K ﹤0.01% 1016
2025
Q2 		$347K Buy
2,749
+970
+55% +$121K ﹤0.01% 936
2025
Q1 		$234K Buy
1,779
+63
+4% +$8.13K ﹤0.01% 1053
2024
Q4 		$235K Buy
1,716
+43
+3% +$5.92K ﹤0.01% 988
2024
Q3 		$225K Buy
+1,673
New +$217K ﹤0.01% 984

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EP Wealth Advisors's AFG Position: Q2 2026 in Review

EP Wealth Advisors sold out of American Financial Group (AFG) in Q2 2026, closing a stake of 2,020 shares — an estimated $258K sold.

EP Wealth Advisors first reported a position in AFG in Q3 2024 and held it in 6 quarters. The position peaked at $373K in Q4 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • EP Wealth Advisors reported no remaining American Financial Group position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 2,020 American Financial Group shares in Q2 2026, an estimated $258K.
  • EP Wealth Advisors first reported a position in American Financial Group in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's American Financial Group position peaked at $373K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.