Global Retirement Partners’s American Financial Group AFG Stock Holding History

Global Retirement Partners’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	$32K	Buy	+229	New	+$30.4K	﹤0.01%	2792
2025 Q4	$28.8K	Buy	211 +190	+905%	+$26.1K	﹤0.01%	2690
2025 Q3	$3.06K	Sell	21 -6	-22%	-$796	﹤0.01%	3165
2025 Q2	$3.44K	Buy	+27	New	+$3.38K	﹤0.01%	3041
2024 Q3	–	Sell	-703	Closed	-$86.5K	–	3506
2024 Q2	$86.5K	Buy	703 +4	+0.6%	+$515	﹤0.01%	1277
2024 Q1	$95.4K	Buy	699 +14	+2%	+$1.74K	﹤0.01%	1107
2023 Q4	$80.3K	Buy	685 +12	+2%	+$1.35K	﹤0.01%	1156
2023 Q3	$74.8K	Sell	673 -2	-0.3%	-$231	﹤0.01%	1058
2023 Q2	$80.1K	Buy	675 +4	+0.6%	+$471	﹤0.01%	1044
2023 Q1	$77.7K	Buy	671 +32	+5%	+$4.22K	﹤0.01%	1024
2022 Q4	$87.8K	Hold	639	–	–	0.01%	853
2022 Q3	$93K	Buy	639 +205	+47%	+$26.9K	0.01%	797
2022 Q2	$60K	Hold	434	–	–	﹤0.01%	926
2022 Q1	$58K	Buy	+434	New	+$59.2K	﹤0.01%	936
2019 Q1	–	Sell	-19	Closed	-$2K	–	1513
2018 Q4	$2K	Sell	19 -16	-46%	-$1.6K	﹤0.01%	1310
2018 Q3	$4K	Hold	35	–	–	﹤0.01%	1249
2018 Q2	$4K	Hold	35	–	–	﹤0.01%	1224
2018 Q1	$4K	Sell	35 -6	-15%	-$671	﹤0.01%	1180
2017 Q4	$4K	Sell	41 -4	-9%	-$420	﹤0.01%	1144
2017 Q3	$5K	Hold	45	–	–	﹤0.01%	987
2017 Q2	$4K	Sell	45 -18	-29%	-$1.76K	﹤0.01%	962
2017 Q1	$6K	Hold	63	–	–	﹤0.01%	858
2016 Q4	$6K	Buy	+63	New	+$5.05K	﹤0.01%	799

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 $3.38T AUM 44.17% 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

Global Retirement Partners's AFG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in American Financial Group (AFG) in Q2 2026: 229 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #2792 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AFG as recently as Q4 2025.

Global Retirement Partners first reported a position in AFG in Q4 2016 and has held it in 23 quarters since. The position peaked at $95.4K in Q1 2024. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Global Retirement Partners held 229 shares of American Financial Group worth $32K as of Q2 2026.
American Financial Group was a new Global Retirement Partners position in Q2 2026.
American Financial Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2792 holding.
Global Retirement Partners first reported a position in American Financial Group in Q4 2016 and has held it in 23 quarters since.
Global Retirement Partners's American Financial Group position peaked at $95.4K in Q1 2024.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.