IAA
AFG icon

Independent Advisor Alliance’s American Financial Group AFG Stock Holding History

Independent Advisor Alliance’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 		$242K Sell
1,732
-76
-4% -$10.1K 0.01% 906
2026
Q1 		$231K Sell
1,808
-286
-14% -$37.1K ﹤0.01% 1435
2025
Q4 		$286K Sell
2,094
-154
-7% -$21.1K 0.01% 810
2025
Q3 		$328K Buy
2,248
+174
+8% +$23.1K 0.01% 741
2025
Q2 		$262K Sell
2,074
-651
-24% -$81.5K 0.01% 758
2025
Q1 		$358K Buy
2,725
+710
+35% +$91.7K 0.01% 608
2024
Q4 		$276K Buy
2,015
+223
+12% +$30.7K ﹤0.01% 1166
2024
Q3 		$241K Sell
1,792
-26
-1% -$3.37K 0.01% 616
2024
Q2 		$224K Buy
1,818
+76
+4% +$9.78K 0.01% 646
2024
Q1 		$238K Sell
1,742
-27
-2% -$3.36K 0.01% 623
2023
Q4 		$210K Sell
1,769
-28
-2% -$3.15K 0.01% 634
2023
Q3 		$201K Sell
1,797
-73
-4% -$8.43K 0.01% 609
2023
Q2 		$222K Sell
1,870
-472
-20% -$55.6K 0.01% 594
2023
Q1 		$285K Buy
+2,342
New +$309K 0.01% 527
2022
Q4 		– Sell
-3,807
Closed -$468K – 427
2022
Q3 		$468K Sell
3,807
-32
-0.8% -$4.2K 0.03% 387
2022
Q2 		$533K Hold
3,839
– – 0.03% 357
2022
Q1 		$559K Buy
3,839
+118
+3% +$16.1K 0.03% 372
2021
Q4 		$511K Buy
3,721
+491
+15% +$67.5K 0.03% 395
2021
Q3 		$406K Buy
+3,230
New +$422K 0.02% 425
2020
Q2 		– Sell
-3,608
Closed -$253K – 491
2020
Q1 		$253K Sell
3,608
-365
-9% -$35.2K 0.04% 313
2019
Q4 		$436K Buy
3,973
+209
+6% +$22.4K 0.02% 562
2019
Q3 		$406K Buy
3,764
+317
+9% +$32.8K 0.05% 277
2019
Q2 		$353K Sell
3,447
-22
-0.6% -$2.21K 0.05% 266
2019
Q1 		$334K Sell
3,469
-10
-0.3% -$958 0.05% 293
2018
Q4 		$315K Buy
+3,479
New +$349K 0.06% 282

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

Independent Advisor Alliance's AFG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its American Financial Group (AFG) stake by 4.2% in Q2 2026, selling an estimated $10.1K and leaving 1,732 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #906.

Independent Advisor Alliance first reported a position in AFG in Q4 2018 and has held it in 25 quarters since. The position peaked at $559K in Q1 2022. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Independent Advisor Alliance held 1,732 shares of American Financial Group worth $242K as of Q2 2026.
  • Independent Advisor Alliance sold 76 American Financial Group shares in Q2 2026, an estimated $10.1K.
  • American Financial Group made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #906 holding.
  • Independent Advisor Alliance first reported a position in American Financial Group in Q4 2018 and has held it in 25 quarters since.
  • Independent Advisor Alliance's American Financial Group position peaked at $559K in Q1 2022.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.