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Everence Capital Management’s American Financial Group AFG Stock Holding History

Everence Capital Management’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
-2,490
Closed -$318K – 857
2026
Q1 		$318K Buy
2,490
+410
+20% +$53.2K 0.02% 546
2025
Q4 		$284K Hold
2,080
– – 0.02% 616
2025
Q3 		$303K Hold
2,080
– – 0.02% 603
2025
Q2 		$263K Hold
2,080
– – 0.02% 636
2025
Q1 		$273K Hold
2,080
– – 0.02% 607
2024
Q4 		$285K Buy
+2,080
New +$286K 0.02% 603

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

Everence Capital Management's AFG Position: Q2 2026 in Review

Everence Capital Management sold out of American Financial Group (AFG) in Q2 2026, closing a stake of 2,490 shares — an estimated $318K sold.

Everence Capital Management first reported a position in AFG in Q4 2024 and held it in 6 quarters. The position peaked at $318K in Q1 2026. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Everence Capital Management reported no remaining American Financial Group position as of Q2 2026 after selling out during the quarter.
  • Everence Capital Management sold 2,490 American Financial Group shares in Q2 2026, an estimated $318K.
  • Everence Capital Management first reported a position in American Financial Group in Q4 2024 and held it in 6 quarters.
  • Everence Capital Management's American Financial Group position peaked at $318K in Q1 2026.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.