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HB Wealth Management’s American Financial Group AFG Stock Holding History

HB 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 		$602K Buy
4,299
+1,762
+69% +$234K ﹤0.01% 1008
2026
Q1 		$324K Buy
2,537
+704
+38% +$91.4K ﹤0.01% 1191
2025
Q4 		$251K Buy
1,833
+250
+16% +$34.3K ﹤0.01% 1231
2025
Q3 		$231K Buy
+1,583
New +$210K ﹤0.01% 1202
2025
Q2 		– Sell
-1,720
Closed -$226K – 1164
2025
Q1 		$226K Buy
+1,720
New +$222K ﹤0.01% 1094

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HB Wealth Management's AFG Position: Q2 2026 in Review

HB Wealth Management increased its American Financial Group (AFG) stake by 69% in Q2 2026, buying an estimated $234K and bringing the position to 4,299 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

HB Wealth Management first reported a position in AFG in Q1 2025 and has held it in 5 quarters since. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • HB Wealth Management held 4,299 shares of American Financial Group worth $602K as of Q2 2026.
  • HB Wealth Management bought 1,762 American Financial Group shares in Q2 2026, an estimated $234K.
  • American Financial Group made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1008 holding.
  • HB Wealth Management first reported a position in American Financial Group in Q1 2025 and has held it in 5 quarters since.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.