Great Valley Advisor Group’s American Financial Group AFG Stock Holding History

Great Valley Advisor Group’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	$243K	Buy	1,734 +10	+0.6%	+$1.33K	﹤0.01%	915
2026 Q1	$221K	Hold	1,724	–	–	﹤0.01%	929
2025 Q4	$236K	Hold	1,724	–	–	﹤0.01%	845
2025 Q3	$251K	Hold	1,724	–	–	0.01%	823
2025 Q2	$218K	Buy	1,724 +13	+0.8%	+$1.63K	﹤0.01%	842
2025 Q1	$225K	Hold	1,711	–	–	﹤0.01%	802
2024 Q4	$234K	Hold	1,711	–	–	0.01%	765
2024 Q3	$230K	Hold	1,711	–	–	0.01%	764
2024 Q2	$210K	Hold	1,711	–	–	0.01%	734
2024 Q1	$234K	Sell	1,711 -68	-4%	-$8.47K	0.01%	666
2023 Q4	$212K	Buy	+1,779	New	+$200K	0.01%	662
2023 Q3	–	Sell	-1,797	Closed	-$213K	–	677
2023 Q2	$213K	Buy	1,797 +18	+1%	+$2.12K	0.01%	646
2023 Q1	$216K	Sell	1,779 -18	-1%	-$2.37K	0.01%	638
2022 Q4	$246K	Sell	1,797 -215	-11%	-$29.5K	0.01%	604
2022 Q3	$247K	Buy	2,012 +11	+0.5%	+$1.44K	0.01%	583
2022 Q2	$278K	Buy	+2,001	New	+$281K	0.02%	566

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

Great Valley Advisor Group's AFG Position: Q2 2026 in Review

Great Valley Advisor Group increased its American Financial Group (AFG) stake by 0.58% in Q2 2026, buying an estimated $1.33K and bringing the position to 1,734 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Great Valley Advisor Group first reported a position in AFG in Q2 2022 and has held it in 16 quarters since. The position peaked at $278K in Q2 2022. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Great Valley Advisor Group held 1,734 shares of American Financial Group worth $243K as of Q2 2026.
Great Valley Advisor Group bought 10 American Financial Group shares in Q2 2026, an estimated $1.33K.
American Financial Group made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #915 holding.
Great Valley Advisor Group first reported a position in American Financial Group in Q2 2022 and has held it in 16 quarters since.
Great Valley Advisor Group's American Financial Group position peaked at $278K in Q2 2022.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.