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Private Wealth Management Group’s American Financial Group AFG Stock Holding History

Private Wealth Management Group’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 		$2.94K Hold
21
– – ﹤0.01% 1032
2026
Q1 		$2.68K Hold
21
– – ﹤0.01% 982
2025
Q4 		$2.87K Hold
21
– – ﹤0.01% 961
2025
Q3 		$3.06K Hold
21
– – ﹤0.01% 970
2025
Q2 		$2.65K Buy
+21
New +$2.63K ﹤0.01% 988

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

Private Wealth Management Group's AFG Position: Q2 2026 in Review

Private Wealth Management Group held its American Financial Group (AFG) position steady in Q2 2026 at 21 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Private Wealth Management Group first reported a position in AFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.06K in Q3 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Private Wealth Management Group held 21 shares of American Financial Group worth $2.94K as of Q2 2026.
  • Private Wealth Management Group left its American Financial Group share count unchanged in Q2 2026.
  • American Financial Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1032 holding.
  • Private Wealth Management Group first reported a position in American Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Private Wealth Management Group's American Financial Group position peaked at $3.06K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.