Golden State Wealth Management’s American Financial Group AFG Stock Holding History

Golden State Wealth Management’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	$1.05M	Hold	7,500	–	–	0.1%	179
2026 Q1	$958K	Hold	7,500	–	–	0.1%	162
2025 Q4	$1.03M	Hold	7,500	–	–	0.11%	150
2025 Q3	$1.09M	Hold	7,500	–	–	0.12%	137
2025 Q2	$947K	Hold	7,500	–	–	0.12%	150
2025 Q1	$985K	Hold	7,500	–	–	0.15%	125
2024 Q4	$1.03M	Buy	+7,500	New	+$1.03M	0.15%	113
2022 Q1	$1.09M	Hold	7,500	–	–	0.21%	93
2021 Q4	$1.03M	Hold	7,500	–	–	0.18%	124
2021 Q3	$944K	Hold	7,500	–	–	0.21%	99
2021 Q2	$935K	Hold	7,500	–	–	0.21%	100
2021 Q1	$855K	Buy	7,500 +2,491	+50%	+$257K	0.28%	65
2020 Q4	$439K	Buy	5,009 +9	+0.2%	+$738	0.13%	136
2020 Q3	$335K	Sell	5,000 -5,000	-50%	-$322K	0.11%	130
2020 Q2	$635K	Hold	10,000	–	–	0.16%	109
2020 Q1	$701K	Buy	+10,000	New	+$965K	0.31%	56

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

Golden State Wealth Management's AFG Position: Q2 2026 in Review

Golden State Wealth Management held its American Financial Group (AFG) position steady in Q2 2026 at 7,500 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #179.

Golden State Wealth Management first reported a position in AFG in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.09M in Q3 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Golden State Wealth Management held 7,500 shares of American Financial Group worth $1.05M as of Q2 2026.
Golden State Wealth Management left its American Financial Group share count unchanged in Q2 2026.
American Financial Group made up 0.1% of Golden State Wealth Management's portfolio in Q2 2026, its #179 holding.
Golden State Wealth Management first reported a position in American Financial Group in Q1 2020 and has held it in 16 quarters since.
Golden State Wealth Management's American Financial Group position peaked at $1.09M in Q3 2025.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.