Frank Rimerman Advisors’s American Financial Group AFG Stock Holding History

Frank Rimerman 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	$2.11M	Buy	15,112 +187	+1%	+$24.8K	0.12%	142
2026 Q1	$1.91M	Sell	14,925 -491	-3%	-$63.8K	0.13%	132
2025 Q4	$2.11M	Hold	15,416	–	–	0.13%	122
2025 Q3	$2.25M	Buy	15,416 +4,679	+44%	+$621K	0.14%	111
2025 Q2	$1.36M	Buy	10,737 +5,947	+124%	+$744K	0.09%	171
2025 Q1	$629K	Sell	4,790 -1,600	-25%	-$207K	0.05%	272
2024 Q4	$875K	Sell	6,390 -3,806	-37%	-$524K	0.06%	216
2024 Q3	$1.37M	Buy	10,196 +411	+4%	+$53.3K	0.1%	169
2024 Q2	$1.2M	Buy	+9,785	New	+$1.26M	0.09%	185

Other funds holding AFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Frank Rimerman Advisors's AFG Position: Q2 2026 in Review

Frank Rimerman Advisors increased its American Financial Group (AFG) stake by 1.3% in Q2 2026, buying an estimated $24.8K and bringing the position to 15,112 shares worth $2.11M. The position accounts for 0.12% of the portfolio, ranked #142.

Frank Rimerman Advisors first reported a position in AFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.25M in Q3 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Frank Rimerman Advisors held 15,112 shares of American Financial Group worth $2.11M as of Q2 2026.
Frank Rimerman Advisors bought 187 American Financial Group shares in Q2 2026, an estimated $24.8K.
American Financial Group made up 0.12% of Frank Rimerman Advisors's portfolio in Q2 2026, its #142 holding.
Frank Rimerman Advisors first reported a position in American Financial Group in Q2 2024 and has held it in 9 quarters since.
Frank Rimerman Advisors's American Financial Group position peaked at $2.25M in Q3 2025.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.