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JPL Wealth Management’s American Financial Group AFG Stock Holding History

JPL Wealth Management’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 		$2.24K Hold
16
– – ﹤0.01% 1034
2026
Q1 		$2.04K Buy
+16
New +$2.08K ﹤0.01% 964

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

JPL Wealth Management's AFG Position: Q2 2026 in Review

JPL Wealth Management held its American Financial Group (AFG) position steady in Q2 2026 at 16 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

JPL Wealth Management first reported a position in AFG in Q1 2026 and has held it in 2 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • JPL Wealth Management held 16 shares of American Financial Group worth $2.24K as of Q2 2026.
  • JPL Wealth Management left its American Financial Group share count unchanged in Q2 2026.
  • American Financial Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1034 holding.
  • JPL Wealth Management first reported a position in American Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

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