Lido Advisors
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Lido Advisors’s American Financial Group AFG Stock Holding History

Lido 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 		$447K Buy
3,193
+762
+31% +$101K ﹤0.01% 1538
2026
Q1 		$310K Sell
2,431
-608
-20% -$79K ﹤0.01% 1546
2025
Q4 		$430K Buy
3,039
+1,307
+75% +$179K ﹤0.01% 1365
2025
Q3 		$252K Buy
+1,732
New +$230K ﹤0.01% 1573
2024
Q2 		– Sell
-1,624
Closed -$222K – 1414
2024
Q1 		$222K Buy
+1,624
New +$202K ﹤0.01% 1225

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

Lido Advisors's AFG Position: Q2 2026 in Review

Lido Advisors increased its American Financial Group (AFG) stake by 31% in Q2 2026, buying an estimated $101K and bringing the position to 3,193 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Lido Advisors first reported a position in AFG in Q1 2024 and has held it in 5 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Lido Advisors held 3,193 shares of American Financial Group worth $447K as of Q2 2026.
  • Lido Advisors bought 762 American Financial Group shares in Q2 2026, an estimated $101K.
  • American Financial Group made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1538 holding.
  • Lido Advisors first reported a position in American Financial Group in Q1 2024 and has held it in 5 quarters since.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.