LWAM
AFG icon

Legacy Wealth Asset Management’s American Financial Group AFG Stock Holding History

Legacy Wealth Asset 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 		$390K Sell
2,788
-747
-21% -$99.1K 0.09% 290
2026
Q1 		$451K Buy
3,535
+1,201
+51% +$156K 0.11% 272
2025
Q4 		$319K Sell
2,334
-838
-26% -$115K 0.08% 313
2025
Q3 		$462K Sell
3,172
-1,553
-33% -$206K 0.11% 266
2025
Q2 		$596K Sell
4,725
-1
-0% -$125 0.15% 213
2025
Q1 		$621K Sell
4,726
-13
-0.3% -$1.68K 0.17% 198
2024
Q4 		$649K Buy
4,739
+64
+1% +$8.81K 0.18% 179
2024
Q3 		$629K Buy
4,675
+1,617
+53% +$210K 0.17% 197
2024
Q2 		$376K Buy
3,058
+147
+5% +$18.9K 0.11% 272
2024
Q1 		$397K Buy
2,911
+8
+0.3% +$996 0.11% 265
2023
Q4 		$345K Buy
2,903
+26
+0.9% +$2.93K 0.11% 275
2023
Q3 		$321K Buy
2,877
+7
+0.2% +$808 0.12% 267
2023
Q2 		$341K Buy
2,870
+66
+2% +$7.78K 0.12% 273
2023
Q1 		$341K Sell
2,804
-31
-1% -$4.09K 0.12% 277
2022
Q4 		$389K Sell
2,835
-213
-7% -$29.2K 0.15% 255
2022
Q3 		$375K Sell
3,048
-265
-8% -$34.8K 0.16% 225
2022
Q2 		$460K Sell
3,313
-95
-3% -$13.4K 0.19% 178
2022
Q1 		$496K Sell
3,408
-21
-0.6% -$2.86K 0.18% 187
2021
Q4 		$471K Buy
3,429
+46
+1% +$6.32K 0.16% 203
2021
Q3 		$426K Sell
3,383
-86
-2% -$11.2K 0.19% 197
2021
Q2 		$433K Sell
3,469
-1,460
-30% -$182K 0.19% 196
2021
Q1 		$562K Sell
4,929
-17
-0.3% -$1.76K 0.26% 158
2020
Q4 		$433K Buy
+4,946
New +$406K 0.22% 177

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

Legacy Wealth Asset Management's AFG Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its American Financial Group (AFG) stake by 21% in Q2 2026, selling an estimated $99.1K and leaving 2,788 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #290.

Legacy Wealth Asset Management first reported a position in AFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $649K in Q4 2024. 515 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Legacy Wealth Asset Management held 2,788 shares of American Financial Group worth $390K as of Q2 2026.
  • Legacy Wealth Asset Management sold 747 American Financial Group shares in Q2 2026, an estimated $99.1K.
  • American Financial Group made up 0.09% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #290 holding.
  • Legacy Wealth Asset Management first reported a position in American Financial Group in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's American Financial Group position peaked at $649K in Q4 2024.
  • 515 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.