Greenleaf Trust’s American Financial Group AFG Stock Holding History

Greenleaf Trust’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	$204K	Buy	+1,457	New	+$193K	﹤0.01%	834
2026 Q1	–	Sell	-1,554	Closed	-$212K	–	807
2025 Q4	$212K	Sell	1,554 -4	-0.3%	-$549	﹤0.01%	779
2025 Q3	$227K	Buy	+1,558	New	+$207K	﹤0.01%	741
2023 Q3	–	Sell	-1,905	Closed	-$226K	–	744
2023 Q2	$226K	Buy	+1,905	New	+$225K	﹤0.01%	689
2022 Q3	–	Sell	-1,445	Closed	-$201K	–	708
2022 Q2	$201K	Sell	1,445 -13	-0.9%	-$1.83K	﹤0.01%	673
2022 Q1	$212K	Sell	1,458 -86	-6%	-$11.7K	﹤0.01%	714
2021 Q4	$212K	Buy	+1,544	New	+$212K	﹤0.01%	715

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

Greenleaf Trust's AFG Position: Q2 2026 in Review

Greenleaf Trust opened a new position in American Financial Group (AFG) in Q2 2026: 1,457 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in AFG as recently as Q4 2025.

Greenleaf Trust first reported a position in AFG in Q4 2021 and has held it in 7 quarters since. The position peaked at $227K in Q3 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Greenleaf Trust held 1,457 shares of American Financial Group worth $204K as of Q2 2026.
American Financial Group was a new Greenleaf Trust position in Q2 2026.
American Financial Group made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #834 holding.
Greenleaf Trust first reported a position in American Financial Group in Q4 2021 and has held it in 7 quarters since.
Greenleaf Trust's American Financial Group position peaked at $227K in Q3 2025.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.