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Essential Partners’s American Financial Group AFG Stock Holding History

Essential Partners’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 		$59.8K Sell
427
-1,731
-80% -$230K 0.03% 565
2026
Q1 		$276K Sell
2,158
-864
-29% -$112K 0.09% 234
2025
Q4 		$413K Buy
3,022
+9
+0.3% +$1.24K 0.13% 211
2025
Q3 		$439K Hold
3,013
– – 0.14% 192
2025
Q2 		$380K Buy
+3,013
New +$377K 0.15% 197

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

Essential Partners's AFG Position: Q2 2026 in Review

Essential Partners reduced its American Financial Group (AFG) stake by 80% in Q2 2026, selling an estimated $230K and leaving 427 shares worth $59.8K. The position accounts for 0.03% of the portfolio, ranked #565.

Essential Partners first reported a position in AFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $439K in Q3 2025. 515 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Essential Partners held 427 shares of American Financial Group worth $59.8K as of Q2 2026.
  • Essential Partners sold 1,731 American Financial Group shares in Q2 2026, an estimated $230K.
  • American Financial Group made up 0.03% of Essential Partners's portfolio in Q2 2026, its #565 holding.
  • Essential Partners first reported a position in American Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's American Financial Group position peaked at $439K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.