New Age Alpha Advisors
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New Age Alpha Advisors’s American Financial Group AFG Stock Holding History

New Age Alpha Advisors’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 		– Sell
-35,659
Closed -$4.55M – 932
2026
Q1 		$4.55M Sell
35,659
-1,340
-4% -$174K 0.21% 138
2025
Q4 		$5.06M Buy
36,999
+2,504
+7% +$344K 0.22% 123
2025
Q3 		$5.03M Sell
34,495
-852
-2% -$113K 0.21% 133
2025
Q2 		$4.46M Sell
35,347
-1,248
-3% -$156K 0.2% 150
2025
Q1 		$4.81M Sell
36,595
-12,709
-26% -$1.64M 0.22% 133
2024
Q4 		$6.75M Buy
+49,304
New +$6.79M 0.27% 98

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 $3.38T AUM 44.17% 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
American Financial Group Inc 401(K) Retirement & Savings Plan
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 $551B AUM 33.95% 1-Year Est. Return

New Age Alpha Advisors's AFG Position: Q2 2026 in Review

New Age Alpha Advisors sold out of American Financial Group (AFG) in Q2 2026, closing a stake of 35,659 shares — an estimated $4.55M sold.

New Age Alpha Advisors first reported a position in AFG in Q4 2024 and held it in 6 quarters. The position peaked at $6.75M in Q4 2024. 518 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • New Age Alpha Advisors reported no remaining American Financial Group position as of Q2 2026 after selling out during the quarter.
  • New Age Alpha Advisors sold 35,659 American Financial Group shares in Q2 2026, an estimated $4.55M.
  • New Age Alpha Advisors first reported a position in American Financial Group in Q4 2024 and held it in 6 quarters.
  • New Age Alpha Advisors's American Financial Group position peaked at $6.75M in Q4 2024.
  • 518 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.