Mather Group’s American Financial Group AFG Stock Holding History

Mather Group’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	$200K	Hold	1,431	–	–	﹤0.01%	768
2026 Q1	$183K	Buy	+1,431	New	+$186K	﹤0.01%	755
2025 Q4	–	Sell	-1,431	Closed	-$209K	–	661
2025 Q3	$209K	Buy	+1,431	New	+$190K	﹤0.01%	612
2025 Q2	–	Sell	-1,431	Closed	-$188K	–	632
2025 Q1	$188K	Hold	1,431	–	–	﹤0.01%	607
2024 Q4	$196K	Hold	1,431	–	–	﹤0.01%	573
2024 Q3	$193K	Hold	1,431	–	–	﹤0.01%	586
2024 Q2	$195K	Hold	1,431	–	–	﹤0.01%	623
2024 Q1	$170K	Buy	+1,431	New	+$178K	﹤0.01%	566
2023 Q1	–	Sell	-1,586	Closed	-$218K	–	511
2022 Q4	$218K	Buy	+1,586	New	+$217K	﹤0.01%	448
2022 Q2	–	Sell	-1,936	Closed	-$282K	–	375
2022 Q1	$282K	Buy	1,936 +349	+22%	+$47.6K	0.01%	356
2021 Q4	$218K	Buy	+1,587	New	+$218K	﹤0.01%	360

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

Mather Group's AFG Position: Q2 2026 in Review

Mather Group held its American Financial Group (AFG) position steady in Q2 2026 at 1,431 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Mather Group first reported a position in AFG in Q4 2021 and has held it in 11 quarters since. The position peaked at $282K in Q1 2022. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Mather Group held 1,431 shares of American Financial Group worth $200K as of Q2 2026.
Mather Group left its American Financial Group share count unchanged in Q2 2026.
American Financial Group made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #768 holding.
Mather Group first reported a position in American Financial Group in Q4 2021 and has held it in 11 quarters since.
Mather Group's American Financial Group position peaked at $282K in Q1 2022.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.