MAI Capital Management
AFG icon

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
Q3 		$569K Sell
4,157
-830
-17% -$118K ﹤0.01% 1197
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% +$9.6K ﹤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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Financial Group Inc 401(K) Retirement & Savings Plan
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $299M AUM 6.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MAI Capital Management's AFG Position: Q3 2026 in Review

MAI Capital Management reduced its American Financial Group (AFG) stake by 17% in Q3 2026, selling an estimated $118K and leaving 4,157 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

MAI Capital Management first reported a position in AFG in Q1 2022 and has held it in 12 quarters since. The position peaked at $698K in Q2 2026. 424 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • MAI Capital Management held 4,157 shares of American Financial Group worth $569K as of Q3 2026.
  • MAI Capital Management sold 830 American Financial Group shares in Q3 2026, an estimated $118K.
  • American Financial Group made up ﹤0.01% of MAI Capital Management's portfolio in Q3 2026, its #1197 holding.
  • MAI Capital Management first reported a position in American Financial Group in Q1 2022 and has held it in 12 quarters since.
  • MAI Capital Management's American Financial Group position peaked at $698K in Q2 2026.
  • 424 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on MAI Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.