MAI Capital Management’s American Financial Group AFG Stock Holding History

MAI Capital 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	$698K	Buy	4,987 +2,997	+151%	+$397K	﹤0.01%	1142
2026 Q1	$254K	Buy	1,990 +1,008	+103%	+$131K	﹤0.01%	1350
2025 Q4	$134K	Buy	982 +379	+63%	+$52K	﹤0.01%	1487
2025 Q3	$87.9K	Sell	603 -61	-9%	-$8.09K	﹤0.01%	1637
2025 Q2	$83.8K	Buy	664 +77	+13%	+$9.63K	﹤0.01%	1570
2025 Q1	$77.1K	Hold	587	–	–	﹤0.01%	1530
2024 Q4	$80.4K	Buy	+587	New	+$80.8K	﹤0.01%	1539
2023 Q2	–	Sell	-1,757	Closed	-$214K	–	1078
2023 Q1	$214K	Sell	1,757 -1,774	-50%	-$234K	﹤0.01%	927
2022 Q4	$485K	Buy	3,531 +433	+14%	+$59.3K	0.01%	624
2022 Q3	$381K	Buy	+3,098	New	+$406K	0.01%	633
2022 Q2	–	Sell	-1,377	Closed	-$201K	–	896
2022 Q1	$201K	Buy	+1,377	New	+$188K	﹤0.01%	831

Other funds holding AFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MAI Capital Management's AFG Position: Q2 2026 in Review

MAI Capital Management increased its American Financial Group (AFG) stake by 151% in Q2 2026, buying an estimated $397K and bringing the position to 4,987 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

MAI Capital Management first reported a position in AFG in Q1 2022 and has held it in 11 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

MAI Capital Management held 4,987 shares of American Financial Group worth $698K as of Q2 2026.
MAI Capital Management bought 2,997 American Financial Group shares in Q2 2026, an estimated $397K.
American Financial Group made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1142 holding.
MAI Capital Management first reported a position in American Financial Group in Q1 2022 and has held it in 11 quarters since.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.