JB Capital’s American Financial Group AFG Stock Holding History

JB Capital’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	$613K	Buy	4,378 +31	+0.7%	+$4.11K	0.02%	174
2026 Q1	$555K	Buy	4,347 +79	+2%	+$10.3K	0.02%	174
2025 Q4	$583K	Buy	4,268 +89	+2%	+$12.2K	0.02%	169
2025 Q3	$609K	Buy	4,179 +26	+0.6%	+$3.45K	0.03%	163
2025 Q2	$524K	Buy	4,153 +26	+0.6%	+$3.25K	0.03%	161
2025 Q1	$542K	Buy	4,127 +88	+2%	+$11.4K	0.03%	149
2024 Q4	$553K	Buy	4,039 +129	+3%	+$17.8K	0.03%	145
2024 Q3	$526K	Buy	3,910 +22	+0.6%	+$2.85K	0.03%	150
2024 Q2	$478K	Buy	3,888 +22	+0.6%	+$2.83K	0.03%	151
2024 Q1	$528K	Buy	3,866 +97	+3%	+$12.1K	0.04%	138
2023 Q4	$448K	Buy	3,769 +76	+2%	+$8.56K	0.03%	143
2023 Q3	$412K	Buy	3,693 +19	+0.5%	+$2.19K	0.03%	125
2023 Q2	$436K	Buy	3,674 +19	+0.5%	+$2.24K	0.04%	117
2023 Q1	$444K	Buy	3,655 +124	+4%	+$16.3K	0.04%	114
2022 Q4	$485K	Buy	3,531 +66	+2%	+$9.05K	0.05%	105
2022 Q3	$426K	Buy	3,465 +14	+0.4%	+$1.84K	0.05%	112
2022 Q2	$479K	Buy	3,451 +206	+6%	+$29K	0.05%	160
2022 Q1	$473K	Buy	3,245 +60	+2%	+$8.18K	0.05%	169
2021 Q4	$437K	Buy	3,185 +236	+8%	+$32.4K	0.04%	176
2021 Q3	$371K	Buy	+2,949	New	+$385K	0.05%	202

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

JB Capital's AFG Position: Q2 2026 in Review

JB Capital increased its American Financial Group (AFG) stake by 0.71% in Q2 2026, buying an estimated $4.11K and bringing the position to 4,378 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #174.

JB Capital first reported a position in AFG in Q3 2021 and has held it in 20 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

JB Capital held 4,378 shares of American Financial Group worth $613K as of Q2 2026.
JB Capital bought 31 American Financial Group shares in Q2 2026, an estimated $4.11K.
American Financial Group made up 0.02% of JB Capital's portfolio in Q2 2026, its #174 holding.
JB Capital first reported a position in American Financial Group in Q3 2021 and has held it in 20 quarters since.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.