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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth's AFG Position: Q1 2026 in Review

Focus Partners Wealth reduced its American Financial Group (AFG) stake by 12% in Q1 2026, selling an estimated $206K and leaving 12,192 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Focus Partners Wealth first reported a position in AFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.43M in Q1 2025. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

Focus Partners Wealth held 12,192 shares of American Financial Group worth $1.56M as of Q1 2026.
Focus Partners Wealth sold 1,585 American Financial Group shares in Q1 2026, an estimated $206K.
American Financial Group made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1427 holding.
Focus Partners Wealth first reported a position in American Financial Group in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's American Financial Group position peaked at $5.43M in Q1 2025.
488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.