Heritage Wealth Management (Ohio)’s American Financial Group AFG Stock Holding History

Heritage Wealth Management (Ohio)’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	$315K	Sell	2,250 -200	-8%	-$26.5K	0.08%	218
2026 Q1	$313K	Sell	2,450 -1,006	-29%	-$131K	0.15%	124
2025 Q4	$472K	Sell	3,456 -150	-4%	-$20.6K	0.13%	158
2025 Q3	$525K	Sell	3,606 -200	-5%	-$26.5K	0.15%	139
2025 Q2	$480K	Buy	3,806 +1,500	+65%	+$188K	0.16%	144
2025 Q1	$303K	Hold	2,306	–	–	0.1%	183
2024 Q4	$316K	Hold	2,306	–	–	0.11%	182
2024 Q3	$310K	Sell	2,306 -261	-10%	-$33.8K	0.1%	179
2024 Q2	$307K	Buy	+2,567	New	+$330K	0.1%	174

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

Heritage Wealth Management (Ohio)'s AFG Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its American Financial Group (AFG) stake by 8.2% in Q2 2026, selling an estimated $26.5K and leaving 2,250 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #218.

Heritage Wealth Management (Ohio) first reported a position in AFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $525K in Q3 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,250 shares of American Financial Group worth $315K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 200 American Financial Group shares in Q2 2026, an estimated $26.5K.
American Financial Group made up 0.08% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #218 holding.
Heritage Wealth Management (Ohio) first reported a position in American Financial Group in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s American Financial Group position peaked at $525K in Q3 2025.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.