EI
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Ethic Inc’s American Financial Group AFG Stock Holding History

Ethic Inc’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 		$1.66M Buy
11,827
+718
+6% +$95.2K 0.02% 563
2026
Q1 		$1.42M Sell
11,109
-1,045
-9% -$136K 0.02% 549
2025
Q4 		$1.66M Buy
12,154
+1,154
+10% +$158K 0.03% 505
2025
Q3 		$1.6M Buy
11,000
+1,961
+22% +$260K 0.03% 506
2025
Q2 		$1.13M Sell
9,039
-924
-9% -$116K 0.02% 584
2025
Q1 		$1.32M Buy
9,963
+1,267
+15% +$164K 0.03% 523
2024
Q4 		$1.19M Buy
8,696
+3,497
+67% +$481K 0.02% 550
2024
Q3 		$710K Sell
5,199
-1,248
-19% -$162K 0.02% 675
2024
Q2 		$793K Buy
6,447
+1,248
+24% +$161K 0.02% 632
2024
Q1 		$710K Buy
5,199
+187
+4% +$23.3K 0.02% 675
2023
Q4 		$596K Buy
+5,012
New +$565K 0.02% 682

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

Ethic Inc's AFG Position: Q2 2026 in Review

Ethic Inc increased its American Financial Group (AFG) stake by 6.5% in Q2 2026, buying an estimated $95.2K and bringing the position to 11,827 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #563.

Ethic Inc first reported a position in AFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q4 2025. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Ethic Inc held 11,827 shares of American Financial Group worth $1.66M as of Q2 2026.
  • Ethic Inc bought 718 American Financial Group shares in Q2 2026, an estimated $95.2K.
  • American Financial Group made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #563 holding.
  • Ethic Inc first reported a position in American Financial Group in Q4 2023 and has held it in 11 quarters since.
  • Ethic Inc's American Financial Group position peaked at $1.66M in Q4 2025.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.