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

Lodestone 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 		$9.1K Hold
65
– – ﹤0.01% 530
2026
Q1 		$8.3K Hold
65
– – ﹤0.01% 534
2025
Q4 		$8.88K Buy
+65
New +$8.92K ﹤0.01% 526

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

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

Lodestone Wealth Management held its American Financial Group (AFG) position steady in Q2 2026 at 65 shares worth $9.1K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Lodestone Wealth Management first reported a position in AFG in Q4 2025 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Lodestone Wealth Management held 65 shares of American Financial Group worth $9.1K as of Q2 2026.
  • Lodestone Wealth Management left its American Financial Group share count unchanged in Q2 2026.
  • American Financial Group made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #530 holding.
  • Lodestone Wealth Management first reported a position in American Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.