MLL
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Moody Lynn & Lieberson’s American Financial Group AFG Stock Holding History

Moody Lynn & Lieberson’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 		$329K Buy
+2,352
New +$312K 0.02% 212
2020
Q2 		– Sell
-4,700
Closed -$329 – 186
2020
Q1 		$329 Sell
4,700
-187
-4% -$18K 0.05% 132
2019
Q4 		$536K Sell
4,887
-290
-6% -$31K 0.05% 155
2019
Q3 		$558K Buy
5,177
+42
+0.8% +$4.35K 0.06% 128
2019
Q2 		$526K Hold
5,135
– – 0.06% 144
2019
Q1 		$494K Sell
5,135
-184
-3% -$17.6K 0.06% 143
2018
Q4 		$482K Hold
5,319
– – 0.06% 137
2018
Q3 		$590K Sell
5,319
-44
-0.8% -$4.9K 0.06% 142
2018
Q2 		$576K Sell
5,363
-106
-2% -$11.7K 0.07% 139
2018
Q1 		$614K Sell
5,469
-68
-1% -$7.61K 0.07% 128
2017
Q4 		$627K Buy
5,537
+132
+2% +$13.9K 0.07% 137
2017
Q3 		$559K Sell
5,405
-112
-2% -$11.4K 0.07% 146
2017
Q2 		$548K Buy
5,517
+224
+4% +$21.9K 0.07% 147
2017
Q1 		$505K Buy
5,293
+8
+0.2% +$733 0.07% 122
2016
Q4 		$466K Sell
5,285
-23
-0.4% -$1.84K 0.07% 120
2016
Q3 		$398K Sell
5,308
-221
-4% -$16.3K 0.07% 132
2016
Q2 		$409K Buy
5,529
+64
+1% +$4.53K 0.07% 113
2016
Q1 		$385K Sell
5,465
-158
-3% -$10.8K 0.06% 127
2015
Q4 		$405K Buy
+5,623
New +$405K 0.06% 134

Other funds holding AFG

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Moody Lynn & Lieberson's AFG Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in American Financial Group (AFG) in Q2 2026: 2,352 shares worth $329K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings. This is a return to the name: Moody Lynn & Lieberson previously reported a position in AFG as recently as Q1 2020.

Moody Lynn & Lieberson first reported a position in AFG in Q4 2015 and has held it in 19 quarters since. The position peaked at $627K in Q4 2017. 81 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Moody Lynn & Lieberson held 2,352 shares of American Financial Group worth $329K as of Q2 2026.
  • American Financial Group was a new Moody Lynn & Lieberson position in Q2 2026.
  • American Financial Group made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #212 holding.
  • Moody Lynn & Lieberson first reported a position in American Financial Group in Q4 2015 and has held it in 19 quarters since.
  • Moody Lynn & Lieberson's American Financial Group position peaked at $627K in Q4 2017.
  • 81 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.