Jones Financial Companies
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Jones Financial Companies’s American Financial Group AFG Stock Holding History

Jones Financial Companies’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 		$378K Buy
2,719
+1,715
+171% +$227K ﹤0.01% 2336
2026
Q1 		$126K Buy
1,004
+128
+15% +$16.6K ﹤0.01% 2570
2025
Q4 		$120K Buy
876
+13
+2% +$1.78K ﹤0.01% 2149
2025
Q3 		$125K Buy
863
+93
+12% +$12.3K ﹤0.01% 1988
2025
Q2 		$96.1K Sell
770
-706
-48% -$88.3K ﹤0.01% 1954
2025
Q1 		$192K Buy
1,476
+956
+184% +$123K ﹤0.01% 1506
2024
Q4 		$71.2K Buy
520
+248
+91% +$34.1K ﹤0.01% 1753
2024
Q3 		$36.8K Buy
272
+69
+34% +$8.94K ﹤0.01% 1754
2024
Q2 		$25K Buy
203
+74
+57% +$9.52K ﹤0.01% 1472
2024
Q1 		$17.6K Buy
129
+100
+345% +$12.4K ﹤0.01% 936
2023
Q4 		$3.45K Buy
+29
New +$3.27K ﹤0.01% 817
2013
Q3 		– Sell
-535
Closed -$26K – 716
2013
Q2 		$26K Buy
+535
New +$25.8K ﹤0.01% 413

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

Jones Financial Companies's AFG Position: Q2 2026 in Review

Jones Financial Companies increased its American Financial Group (AFG) stake by 171% in Q2 2026, buying an estimated $227K and bringing the position to 2,719 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

Jones Financial Companies first reported a position in AFG in Q2 2013 and has held it in 12 quarters since. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Jones Financial Companies held 2,719 shares of American Financial Group worth $378K as of Q2 2026.
  • Jones Financial Companies bought 1,715 American Financial Group shares in Q2 2026, an estimated $227K.
  • American Financial Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2336 holding.
  • Jones Financial Companies first reported a position in American Financial Group in Q2 2013 and has held it in 12 quarters since.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.