LI
AFG icon

LRI Investments’s American Financial Group AFG Stock Holding History

LRI Investments’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 		$4.06K Buy
29
+6
+26% +$796 ﹤0.01% 1178
2026
Q1 		$2.94K Hold
23
– – ﹤0.01% 1209
2025
Q4 		$3.14K Hold
23
– – ﹤0.01% 1129
2025
Q3 		$3.35K Hold
23
– – ﹤0.01% 1119
2025
Q2 		$2.9K Hold
23
– – ﹤0.01% 1113
2025
Q1 		$3.02K Hold
23
– – ﹤0.01% 1040
2024
Q4 		$3.15K Hold
23
– – ﹤0.01% 1011
2024
Q3 		$3.27K Hold
23
– – ﹤0.01% 1008
2024
Q2 		$2.83K Hold
23
– – ﹤0.01% 1008
2024
Q1 		$3.14K Buy
+23
New +$2.86K ﹤0.01% 694

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

LRI Investments's AFG Position: Q2 2026 in Review

LRI Investments increased its American Financial Group (AFG) stake by 26% in Q2 2026, buying an estimated $796 and bringing the position to 29 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

LRI Investments first reported a position in AFG in Q1 2024 and has held it in 10 quarters since. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • LRI Investments held 29 shares of American Financial Group worth $4.06K as of Q2 2026.
  • LRI Investments bought 6 American Financial Group shares in Q2 2026, an estimated $796.
  • American Financial Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1178 holding.
  • LRI Investments first reported a position in American Financial Group in Q1 2024 and has held it in 10 quarters since.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.