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Planning Strategies’s American Financial Group AFG Stock Holding History

Planning Strategies’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 		$140 Buy
+1
New +$133 ﹤0.01% 1016

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Planning Strategies's AFG Position: Q2 2026 in Review

Planning Strategies opened a new position in American Financial Group (AFG) in Q2 2026: 1 share worth $140. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings.

486 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Planning Strategies held 1 share of American Financial Group worth $140 as of Q2 2026.
  • American Financial Group was a new Planning Strategies position in Q2 2026.
  • American Financial Group made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1016 holding.
  • 486 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.