EWA
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EverSource Wealth Advisors’s American Financial Group AFG Stock Holding History

EverSource 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 		$121K Buy
868
+25
+3% +$3.32K ﹤0.01% 1288
2026
Q1 		$108K Sell
843
-75
-8% -$9.74K ﹤0.01% 1387
2025
Q4 		$125K Buy
918
+34
+4% +$4.67K ﹤0.01% 1198
2025
Q3 		$129K Buy
884
+91
+11% +$12.1K 0.01% 1141
2025
Q2 		$100K Buy
793
+469
+145% +$58.7K ﹤0.01% 1199
2025
Q1 		$42.6K Buy
324
+121
+60% +$15.6K ﹤0.01% 1310
2024
Q4 		$27.8K Buy
203
+26
+15% +$3.58K ﹤0.01% 1461
2024
Q3 		$23.8K Buy
177
+54
+44% +$7K ﹤0.01% 1404
2024
Q2 		$16.1K Buy
123
+7
+6% +$901 ﹤0.01% 1608
2024
Q1 		$14.8K Buy
116
+54
+87% +$6.72K ﹤0.01% 1506
2023
Q4 		$7.37K Buy
62
+43
+226% +$4.85K ﹤0.01% 1699
2023
Q3 		$2.12K Buy
19
+16
+533% +$1.85K ﹤0.01% 1985
2023
Q2 		$356 Sell
3
-7
-70% -$825 ﹤0.01% 2387
2023
Q1 		$1.22K Buy
10
+3
+43% +$395 ﹤0.01% 2067
2022
Q4 		$961 Hold
7
– – ﹤0.01% 2101
2022
Q3 		$1K Buy
+7
New +$918 ﹤0.01% 1769

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors increased its American Financial Group (AFG) stake by 3% in Q2 2026, buying an estimated $3.32K and bringing the position to 868 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

EverSource Wealth Advisors first reported a position in AFG in Q3 2022 and has held it in 16 quarters since. The position peaked at $129K in Q3 2025. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • EverSource Wealth Advisors held 868 shares of American Financial Group worth $121K as of Q2 2026.
  • EverSource Wealth Advisors bought 25 American Financial Group shares in Q2 2026, an estimated $3.32K.
  • American Financial Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1288 holding.
  • EverSource Wealth Advisors first reported a position in American Financial Group in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's American Financial Group position peaked at $129K in Q3 2025.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.