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Innovative Advisory Group, LLC’s American Financial Group AFG Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-38
Closed -$5.19K – 39
2025
Q4 		$5.19K Hold
38
– – ﹤0.01% 156
2025
Q3 		$5.54K Buy
38
+3
+9% +$398 ﹤0.01% 157
2025
Q2 		$4.42K Hold
35
– – ﹤0.01% 160
2025
Q1 		$4.6K Buy
35
+3
+9% +$387 ﹤0.01% 136
2024
Q4 		$4.38K Buy
+32
New +$4.4K ﹤0.01% 131

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Innovative Advisory Group, LLC's AFG Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of American Financial Group (AFG) in Q1 2026, closing a stake of 38 shares — an estimated $5.19K sold.

Innovative Advisory Group, LLC first reported a position in AFG in Q4 2024 and held it in 5 quarters. The position peaked at $5.54K in Q3 2025. 493 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining American Financial Group position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 38 American Financial Group shares in Q1 2026, an estimated $5.19K.
  • Innovative Advisory Group, LLC first reported a position in American Financial Group in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's American Financial Group position peaked at $5.54K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.