Neo Ivy Capital Management’s American Financial Group AFG Stock Holding History

Neo Ivy 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	$3M	Buy	21,470 +4,315	+25%	+$572K	0.69%	40
2026 Q1	$2.19M	Buy	+17,155	New	+$2.23M	0.58%	66
2025 Q3	–	Sell	-152	Closed	-$19.2K	–	379
2025 Q2	$19.2K	Buy	+152	New	+$19K	0.01%	323
2021 Q4	–	Sell	-12,071	Closed	-$766K	–	421
2021 Q3	$766K	Buy	12,071 +9,407	+353%	+$1.23M	0.88%	10
2021 Q2	$332K	Sell	2,664 -4,642	-64%	-$580K	0.34%	112
2021 Q1	$834K	Buy	+7,306	New	+$755K	0.91%	7
2020 Q4	–	Sell	-10,109	Closed	-$677K	–	402
2020 Q3	$677K	Sell	10,109 -1,962	-16%	-$126K	0.69%	20
2020 Q2	$766K	Buy	12,071 +4,199	+53%	+$271K	0.88%	10
2020 Q1	$552K	Buy	+7,872	New	+$760K	0.9%	6
2019 Q1	–	Sell	-12,428	Closed	-$1.13M	–	277
2018 Q4	$1.13M	Buy	+12,428	New	+$1.25M	0.89%	14

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's AFG Position: Q2 2026 in Review

Neo Ivy Capital Management increased its American Financial Group (AFG) stake by 25% in Q2 2026, buying an estimated $572K and bringing the position to 21,470 shares worth $3M. The position accounts for 0.69% of the portfolio, ranked #40.

Neo Ivy Capital Management first reported a position in AFG in Q4 2018 and has held it in 10 quarters since. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Neo Ivy Capital Management held 21,470 shares of American Financial Group worth $3M as of Q2 2026.
Neo Ivy Capital Management bought 4,315 American Financial Group shares in Q2 2026, an estimated $572K.
American Financial Group made up 0.69% of Neo Ivy Capital Management's portfolio in Q2 2026, its #40 holding.
Neo Ivy Capital Management first reported a position in American Financial Group in Q4 2018 and has held it in 10 quarters since.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

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