JG
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Joel Greenblatt’s American Financial Group AFG Stock Holding History

Joel Greenblatt’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 		$30.7M Sell
219,568
-21,860
-9% -$2.9M 0.07% 394
2026
Q1 		$30.8M Buy
241,428
+98,761
+69% +$12.8M 0.09% 280
2025
Q4 		$19.5M Buy
142,667
+19,159
+16% +$2.63M 0.07% 402
2025
Q3 		$18M Buy
123,508
+8,394
+7% +$1.11M 0.08% 361
2025
Q2 		$14.5M Buy
115,114
+20,413
+22% +$2.55M 0.09% 335
2025
Q1 		$12.4M Buy
94,701
+21,865
+30% +$2.82M 0.1% 263
2024
Q4 		$9.97M Buy
72,836
+7,983
+12% +$1.1M 0.09% 302
2024
Q3 		$8.73M Buy
64,853
+15,927
+33% +$2.06M 0.09% 337
2024
Q2 		$6.02M Buy
48,926
+10,482
+27% +$1.35M 0.08% 365
2024
Q1 		$5.25M Sell
38,444
-3,729
-9% -$464K 0.08% 346
2023
Q4 		$5.01M Buy
42,173
+14,007
+50% +$1.58M 0.09% 291
2023
Q3 		$3.15M Buy
28,166
+4,835
+21% +$558K 0.07% 422
2023
Q2 		$2.77M Sell
23,331
-1,416
-6% -$167K 0.06% 453
2023
Q1 		$3.01M Buy
24,747
+16,540
+202% +$2.18M 0.07% 370
2022
Q4 		$1.13M Sell
8,207
-1,804
-18% -$247K 0.03% 643
2022
Q3 		$1.23M Buy
10,011
+94
+0.9% +$12.3K 0.04% 579
2022
Q2 		$1.38M Buy
9,917
+1,227
+14% +$173K 0.04% 472
2022
Q1 		$1.26M Buy
8,690
+3,385
+64% +$462K 0.04% 493
2021
Q4 		$728K Buy
5,305
+1,427
+37% +$196K 0.02% 637
2021
Q3 		$488K Buy
3,878
+1,042
+37% +$136K 0.02% 672
2021
Q2 		$354K Buy
+2,836
New +$354K 0.02% 781
2020
Q2 		– Sell
-4,117
Closed -$289K – 1052
2020
Q1 		$289K Buy
4,117
+1,591
+63% +$154K 0.01% 849
2019
Q4 		$277K Sell
2,526
-42
-2% -$4.49K 0.01% 952
2019
Q3 		$277K Buy
+2,568
New +$266K ﹤0.01% 929
2017
Q4 		– Sell
-2,148
Closed -$222K – 924
2017
Q3 		$222K Buy
+2,148
New +$218K ﹤0.01% 856

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

Joel Greenblatt's AFG Position: Q2 2026 in Review

Joel Greenblatt reduced its American Financial Group (AFG) stake by 9.1% in Q2 2026, selling an estimated $2.9M and leaving 219,568 shares worth $30.7M. The position accounts for 0.07% of the portfolio, ranked #394.

Joel Greenblatt first reported a position in AFG in Q3 2017 and has held it in 25 quarters since. The position peaked at $30.8M in Q1 2026. 512 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Joel Greenblatt held 219,568 shares of American Financial Group worth $30.7M as of Q2 2026.
  • Joel Greenblatt sold 21,860 American Financial Group shares in Q2 2026, an estimated $2.9M.
  • American Financial Group made up 0.07% of Joel Greenblatt's portfolio in Q2 2026, its #394 holding.
  • Joel Greenblatt first reported a position in American Financial Group in Q3 2017 and has held it in 25 quarters since.
  • Joel Greenblatt's American Financial Group position peaked at $30.8M in Q1 2026.
  • 512 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.