LPL Financial
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LPL Financial’s American Financial Group AFG Stock Holding History

LPL Financial’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 		$1.21M Sell
8,624
-950
-10% -$126K ﹤0.01% 4259
2026
Q1 		$1.22M Buy
9,574
+851
+10% +$111K ﹤0.01% 3995
2025
Q4 		$1.19M Sell
8,723
-1,336
-13% -$183K ﹤0.01% 3891
2025
Q3 		$1.47M Buy
10,059
+224
+2% +$29.7K ﹤0.01% 3622
2025
Q2 		$1.24M Sell
9,835
-4,986
-34% -$624K ﹤0.01% 3550
2025
Q1 		$1.95M Buy
14,821
+7,975
+116% +$1.03M ﹤0.01% 2987
2024
Q4 		$937K Buy
6,846
+533
+8% +$73.3K ﹤0.01% 3540
2024
Q3 		$850K Buy
6,313
+746
+13% +$96.7K ﹤0.01% 3541
2024
Q2 		$685K Buy
5,567
+14
+0.3% +$1.8K ﹤0.01% 3589
2024
Q1 		$758K Buy
5,553
+60
+1% +$7.47K ﹤0.01% 3428
2023
Q4 		$653K Sell
5,493
-48
-0.9% -$5.41K ﹤0.01% 3435
2023
Q3 		$619K Buy
5,541
+296
+6% +$34.2K ﹤0.01% 3301
2023
Q2 		$623K Sell
5,245
-4,588
-47% -$541K ﹤0.01% 3241
2023
Q1 		$1.19M Buy
9,833
+416
+4% +$54.8K ﹤0.01% 2608
2022
Q4 		$1.29M Buy
9,417
+937
+11% +$128K ﹤0.01% 2441
2022
Q3 		$1.04M Buy
8,480
+3,998
+89% +$525K ﹤0.01% 2510
2022
Q2 		$622K Buy
4,482
+641
+17% +$90.1K ﹤0.01% 3016
2022
Q1 		$559K Buy
3,841
+464
+14% +$63.3K ﹤0.01% 3110
2021
Q4 		$464K Buy
3,377
+194
+6% +$26.7K ﹤0.01% 3339
2021
Q3 		$400K Buy
3,183
+208
+7% +$27.2K ﹤0.01% 3419
2021
Q2 		$371K Buy
+2,975
New +$372K ﹤0.01% 3410
2021
Q1 		– Sell
-5,616
Closed -$492K – 4073
2020
Q4 		$492K Sell
5,616
-716
-11% -$58.7K ﹤0.01% 2778
2020
Q3 		$424K Buy
6,332
+360
+6% +$23.2K ﹤0.01% 2607
2020
Q2 		$379K Buy
5,972
+1,536
+35% +$99K ﹤0.01% 2648
2020
Q1 		$311K Buy
+4,436
New +$428K ﹤0.01% 2475
2019
Q4 		– Sell
-2,873
Closed -$310K – 3344
2019
Q3 		$310K Buy
+2,873
New +$297K ﹤0.01% 2648
2018
Q4 		– Sell
-3,494
Closed -$388K – 3071
2018
Q3 		$388K Sell
3,494
-250
-7% -$27.8K ﹤0.01% 2443
2018
Q2 		$402K Sell
3,744
-5,600
-60% -$620K ﹤0.01% 2384
2018
Q1 		$1.05M Buy
9,344
+6,506
+229% +$728K ﹤0.01% 1567
2017
Q4 		$308K Sell
2,838
-713
-20% -$74.8K ﹤0.01% 2473
2017
Q3 		$367K Sell
3,551
-972
-21% -$98.8K ﹤0.01% 2191
2017
Q2 		$449K Buy
4,523
+738
+19% +$72.3K ﹤0.01% 1962
2017
Q1 		$358K Buy
+3,785
New +$347K ﹤0.01% 2074
2014
Q3 		– Sell
-15,229
Closed -$907K – 2696
2014
Q2 		$907K Buy
+15,229
New +$887K 0.01% 1400
2014
Q1 		– Sell
-12,309
Closed -$710K – 2638
2013
Q4 		$710K Sell
12,309
-2,995
-20% -$168K ﹤0.01% 1487
2013
Q3 		$829K Buy
15,304
+2,663
+21% +$139K 0.01% 1308
2013
Q2 		$618K Buy
+12,641
New +$610K ﹤0.01% 1417

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial's AFG Position: Q2 2026 in Review

LPL Financial reduced its American Financial Group (AFG) stake by 9.9% in Q2 2026, selling an estimated $126K and leaving 8,624 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #4259.

LPL Financial first reported a position in AFG in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.95M in Q1 2025. 245 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • LPL Financial held 8,624 shares of American Financial Group worth $1.21M as of Q2 2026.
  • LPL Financial sold 950 American Financial Group shares in Q2 2026, an estimated $126K.
  • American Financial Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4259 holding.
  • LPL Financial first reported a position in American Financial Group in Q2 2013 and has held it in 37 quarters since.
  • LPL Financial's American Financial Group position peaked at $1.95M in Q1 2025.
  • 245 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.