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

Mackenzie 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 		$1.22M Buy
+8,717
New +$1.16M ﹤0.01% 1156
2024
Q1 		– Sell
-16,660
Closed -$1.98M – 1525
2023
Q4 		$1.98M Sell
16,660
-5,217
-24% -$588K ﹤0.01% 728
2023
Q3 		$2.38M Buy
+21,877
New +$2.53M ﹤0.01% 679
2023
Q2 		– Sell
-19,182
Closed -$2.33M – 1508
2023
Q1 		$2.33M Sell
19,182
-9,895
-34% -$1.3M ﹤0.01% 706
2022
Q4 		$3.99M Buy
+29,077
New +$3.99M 0.01% 554
2020
Q2 		– Sell
-44,134
Closed -$3.09M – 1005
2020
Q1 		$3.09M Sell
44,134
-1,752
-4% -$169K 0.01% 414
2019
Q4 		$5.03M Sell
45,886
-1,627
-3% -$174K 0.01% 432
2019
Q3 		$5.12M Buy
47,513
+35,533
+297% +$3.68M 0.01% 437
2019
Q2 		$1.23M Buy
+11,980
New +$1.2M ﹤0.01% 720
2019
Q1 		– Sell
-2,249
Closed -$204K – 1225
2018
Q4 		$204K Buy
2,249
+335
+18% +$33.6K ﹤0.01% 1089
2018
Q3 		$212K Buy
+1,914
New +$213K ﹤0.01% 1060
2017
Q3 		– Sell
-6,550
Closed -$651K – 621
2017
Q2 		$651K Buy
6,550
+98
+2% +$9.6K ﹤0.01% 487
2017
Q1 		$616K Buy
6,452
+30
+0.5% +$2.75K ﹤0.01% 500
2016
Q4 		$566K Buy
6,422
+141
+2% +$11.3K ﹤0.01% 501
2016
Q3 		$471K Sell
6,281
-2,959
-32% -$218K ﹤0.01% 504
2016
Q2 		$683K Buy
9,240
+106
+1% +$7.51K ﹤0.01% 705
2016
Q1 		$643K Buy
9,134
+82
+0.9% +$5.62K 0.01% 611
2015
Q4 		$652K Buy
+9,052
New +$652K ﹤0.01% 614

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

Mackenzie Financial's AFG Position: Q2 2026 in Review

Mackenzie Financial opened a new position in American Financial Group (AFG) in Q2 2026: 8,717 shares worth $1.22M. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in AFG as recently as Q4 2023.

Mackenzie Financial first reported a position in AFG in Q4 2015 and has held it in 18 quarters since. The position peaked at $5.12M in Q3 2019. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Mackenzie Financial held 8,717 shares of American Financial Group worth $1.22M as of Q2 2026.
  • American Financial Group was a new Mackenzie Financial position in Q2 2026.
  • American Financial Group made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1156 holding.
  • Mackenzie Financial first reported a position in American Financial Group in Q4 2015 and has held it in 18 quarters since.
  • Mackenzie Financial's American Financial Group position peaked at $5.12M in Q3 2019.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

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