MFG
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Merit Financial Group’s American Financial Group AFG Stock Holding History

Merit Financial 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 		$482K Buy
3,447
+1,169
+51% +$155K ﹤0.01% 1514
2026
Q1 		$291K Sell
2,278
-285
-11% -$37K ﹤0.01% 1672
2025
Q4 		$350K Buy
2,563
+128
+5% +$17.6K ﹤0.01% 1470
2025
Q3 		$355K Sell
2,435
-10
-0.4% -$1.33K ﹤0.01% 1344
2025
Q2 		$309K Sell
2,445
-1,392
-36% -$174K ﹤0.01% 1326
2025
Q1 		$504K Buy
+3,837
New +$495K 0.01% 939

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

Merit Financial Group's AFG Position: Q2 2026 in Review

Merit Financial Group increased its American Financial Group (AFG) stake by 51% in Q2 2026, buying an estimated $155K and bringing the position to 3,447 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Merit Financial Group first reported a position in AFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $504K in Q1 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Merit Financial Group held 3,447 shares of American Financial Group worth $482K as of Q2 2026.
  • Merit Financial Group bought 1,169 American Financial Group shares in Q2 2026, an estimated $155K.
  • American Financial Group made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1514 holding.
  • Merit Financial Group first reported a position in American Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's American Financial Group position peaked at $504K in Q1 2025.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.