Integrated Wealth Concepts’s American Financial Group AFG Stock Holding History

Integrated Wealth Concepts’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	$335K	Buy	+2,396	New	+$318K	﹤0.01%	2009

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

Integrated Wealth Concepts's AFG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in American Financial Group (AFG) in Q2 2026: 2,396 shares worth $335K. The stake represents ﹤0.01% of the portfolio and ranks #2009 among its holdings.

514 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Integrated Wealth Concepts held 2,396 shares of American Financial Group worth $335K as of Q2 2026.
American Financial Group was a new Integrated Wealth Concepts position in Q2 2026.
American Financial Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2009 holding.
514 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.