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JFS Wealth Advisors’s American Financial Group AFG Stock Holding History

JFS Wealth Advisors’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 		$5.74K Buy
41
+5
+14% +$663 ﹤0.01% 1230
2026
Q1 		$4.6K Sell
36
-20
-36% -$2.6K ﹤0.01% 1225
2025
Q4 		$7.66K Buy
56
+26
+87% +$3.57K ﹤0.01% 1076
2025
Q3 		$4.37K Sell
30
-8
-21% -$1.06K ﹤0.01% 1172
2025
Q2 		$4.8K Sell
38
-13
-25% -$1.63K ﹤0.01% 1103
2025
Q1 		$6.7K Sell
51
-13
-20% -$1.68K ﹤0.01% 1010
2024
Q4 		$8.76K Buy
64
+14
+28% +$1.93K ﹤0.01% 888
2024
Q3 		$6.73K Buy
50
+2
+4% +$259 ﹤0.01% 1004
2024
Q2 		$5.91K Hold
48
– – ﹤0.01% 997
2024
Q1 		$6.55K Buy
48
+17
+55% +$2.12K ﹤0.01% 990
2023
Q4 		$3.69K Sell
31
-35
-53% -$3.94K ﹤0.01% 1174
2023
Q3 		$7.37K Buy
66
+20
+43% +$2.31K ﹤0.01% 834
2023
Q2 		$5.46K Buy
46
+2
+5% +$236 ﹤0.01% 962
2023
Q1 		$5.35K Sell
44
-14
-24% -$1.84K ﹤0.01% 957
2022
Q4 		$7.96K Buy
58
+2
+4% +$274 ﹤0.01% 801
2022
Q3 		$7K Sell
56
-39
-41% -$5.12K ﹤0.01% 837
2022
Q2 		$13K Buy
95
+32
+51% +$4.5K ﹤0.01% 682
2022
Q1 		$9K Buy
63
+37
+142% +$5.05K ﹤0.01% 800
2021
Q4 		$4K Buy
+26
New +$3.58K ﹤0.01% 822

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's AFG Position: Q2 2026 in Review

JFS Wealth Advisors increased its American Financial Group (AFG) stake by 14% in Q2 2026, buying an estimated $663 and bringing the position to 41 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

JFS Wealth Advisors first reported a position in AFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $13K in Q2 2022. 515 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • JFS Wealth Advisors held 41 shares of American Financial Group worth $5.74K as of Q2 2026.
  • JFS Wealth Advisors bought 5 American Financial Group shares in Q2 2026, an estimated $663.
  • American Financial Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1230 holding.
  • JFS Wealth Advisors first reported a position in American Financial Group in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's American Financial Group position peaked at $13K in Q2 2022.
  • 515 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.