Focus Partners Wealth
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Focus Partners Wealth’s American Financial Group AFG Stock Holding History

Focus Partners Wealth’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 		$1.88M Buy
13,456
+1,264
+10% +$168K ﹤0.01% 1382
2026
Q1 		$1.56M Sell
12,192
-1,585
-12% -$206K ﹤0.01% 1427
2025
Q4 		$1.88M Buy
13,777
+1,399
+11% +$192K ﹤0.01% 1349
2025
Q3 		$1.74M Sell
12,378
-3,063
-20% -$406K ﹤0.01% 1073
2025
Q2 		$1.95M Sell
15,441
-25,933
-63% -$3.24M ﹤0.01% 911
2025
Q1 		$5.43M Buy
41,374
+13,872
+50% +$1.79M 0.01% 604
2024
Q4 		$3.77M Buy
27,502
+947
+4% +$130K 0.01% 687
2024
Q3 		$3.57M Buy
26,555
+469
+2% +$60.8K 0.01% 640
2024
Q2 		$3.21M Buy
26,086
+719
+3% +$92.5K 0.01% 573
2024
Q1 		$3.46M Buy
25,367
+3,046
+14% +$379K 0.03% 394
2023
Q4 		$2.65M Buy
+22,321
New +$2.52M 0.03% 316

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

Focus Partners Wealth's AFG Position: Q2 2026 in Review

Focus Partners Wealth increased its American Financial Group (AFG) stake by 10% in Q2 2026, buying an estimated $168K and bringing the position to 13,456 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Focus Partners Wealth first reported a position in AFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.43M in Q1 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Focus Partners Wealth held 13,456 shares of American Financial Group worth $1.88M as of Q2 2026.
  • Focus Partners Wealth bought 1,264 American Financial Group shares in Q2 2026, an estimated $168K.
  • American Financial Group made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1382 holding.
  • Focus Partners Wealth first reported a position in American Financial Group in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's American Financial Group position peaked at $5.43M in Q1 2025.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.