EH
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Equitable Holdings’s American Financial Group AFG Stock Holding History

Equitable Holdings’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
Q1 		– Sell
-2,903
Closed -$397K – 1691
2025
Q4 		$397K Sell
2,903
-173
-6% -$23.7K ﹤0.01% 1197
2025
Q3 		$448K Sell
3,076
-1,959
-39% -$260K ﹤0.01% 1122
2025
Q2 		$635K Buy
+5,035
New +$630K 0.01% 934

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Equitable Holdings's AFG Position: Q1 2026 in Review

Equitable Holdings sold out of American Financial Group (AFG) in Q1 2026, closing a stake of 2,903 shares — an estimated $397K sold.

Equitable Holdings first reported a position in AFG in Q2 2025 and held it in 3 quarters. The position peaked at $635K in Q2 2025. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Equitable Holdings reported no remaining American Financial Group position as of Q1 2026 after selling out during the quarter.
  • Equitable Holdings sold 2,903 American Financial Group shares in Q1 2026, an estimated $397K.
  • Equitable Holdings first reported a position in American Financial Group in Q2 2025 and held it in 3 quarters.
  • Equitable Holdings's American Financial Group position peaked at $635K in Q2 2025.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.