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NewEdge Advisors’s American Financial Group AFG Stock Holding History

NewEdge 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 		$245K Buy
1,748
+1,726
+7,845% +$229K ﹤0.01% 2634
2026
Q1 		$2.81K Sell
22
-5
-19% -$649 ﹤0.01% 3732
2025
Q4 		$3.69K Buy
27
+5
+23% +$686 ﹤0.01% 3752
2025
Q3 		$3.21K Hold
22
– – ﹤0.01% 3665
2025
Q2 		$2.78K Hold
22
– – ﹤0.01% 3557
2025
Q1 		$2.89K Sell
22
-70
-76% -$9.04K ﹤0.01% 3434
2024
Q4 		$12.6K Hold
92
– – ﹤0.01% 2964
2024
Q3 		$12.4K Sell
92
-4
-4% -$518 ﹤0.01% 2874
2024
Q2 		$11.8K Buy
96
+4
+4% +$515 ﹤0.01% 2796
2024
Q1 		$12.6K Hold
92
– – ﹤0.01% 2792
2023
Q4 		$10.9K Buy
92
+22
+31% +$2.48K ﹤0.01% 2806
2023
Q3 		$7.82K Hold
70
– – ﹤0.01% 2662
2023
Q2 		$8.31K Sell
70
-14
-17% -$1.65K ﹤0.01% 2659
2023
Q1 		$10.2K Sell
84
-2,336
-97% -$308K ﹤0.01% 2562
2022
Q4 		$228K Buy
+2,420
New +$332K 0.01% 1128
2022
Q3 		– Sell
-3,199
Closed -$444K – 1526
2022
Q2 		$444K Buy
+3,199
New +$450K 0.01% 1040
2022
Q1 		– Sell
-8,697
Closed -$1.19M – 1156
2021
Q4 		$1.19M Buy
8,697
+2,364
+37% +$325K 0.02% 643
2021
Q3 		$797K Buy
+6,333
New +$827K 0.02% 601
2020
Q1 		– Sell
-3,938
Closed -$432K – 794
2019
Q4 		$432K Sell
3,938
-950
-19% -$102K 0.02% 567
2019
Q3 		$508K Buy
+4,888
New +$506K 0.02% 485

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

NewEdge Advisors's AFG Position: Q2 2026 in Review

NewEdge Advisors increased its American Financial Group (AFG) stake by 7,845% in Q2 2026, buying an estimated $229K and bringing the position to 1,748 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

NewEdge Advisors first reported a position in AFG in Q3 2019 and has held it in 20 quarters since. The position peaked at $1.19M in Q4 2021. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • NewEdge Advisors held 1,748 shares of American Financial Group worth $245K as of Q2 2026.
  • NewEdge Advisors bought 1,726 American Financial Group shares in Q2 2026, an estimated $229K.
  • American Financial Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2634 holding.
  • NewEdge Advisors first reported a position in American Financial Group in Q3 2019 and has held it in 20 quarters since.
  • NewEdge Advisors's American Financial Group position peaked at $1.19M in Q4 2021.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.