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

Raffa Wealth Management’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	$280	Hold	2	–	–	﹤0.01%	1227
2026 Q1	$255	Buy	+2	New	+$260	﹤0.01%	1140
2024 Q4	–	Sell	-22	Closed	-$2.96K	–	1114
2024 Q3	$2.96K	Hold	22	–	–	﹤0.01%	540
2024 Q2	$2.71K	Hold	22	–	–	﹤0.01%	647
2024 Q1	$3K	Hold	22	–	–	﹤0.01%	609
2023 Q4	$2.62K	Hold	22	–	–	﹤0.01%	536
2023 Q3	$2.46K	Hold	22	–	–	﹤0.01%	523
2023 Q2	$2.61K	Hold	22	–	–	﹤0.01%	529
2023 Q1	$2.67K	Hold	22	–	–	﹤0.01%	528
2022 Q4	$3.02K	Hold	22	–	–	﹤0.01%	486
2022 Q3	$2.7K	Hold	22	–	–	﹤0.01%	523
2022 Q2	$3.05K	Hold	22	–	–	﹤0.01%	497
2022 Q1	$3.2K	Sell	22 -5	-19%	-$682	﹤0.01%	512
2021 Q4	$3.71K	Hold	27	–	–	﹤0.01%	502
2021 Q3	$3.4K	Hold	27	–	–	﹤0.01%	469
2021 Q2	$3.37K	Hold	27	–	–	﹤0.01%	475
2021 Q1	$3.08K	Hold	27	–	–	﹤0.01%	521
2020 Q4	$2.37K	Hold	27	–	–	﹤0.01%	512
2020 Q3	$1.81K	Hold	27	–	–	﹤0.01%	515
2020 Q2	$1.71K	Hold	27	–	–	﹤0.01%	510
2020 Q1	$1.89K	Buy	27 +18	+200%	+$1.74K	﹤0.01%	441
2019 Q4	$987	Hold	9	–	–	﹤0.01%	630
2019 Q3	$971	Buy	+9	New	+$932	﹤0.01%	611
2019 Q2	–	Sell	-9	Closed	-$866	–	747
2019 Q1	$866	Hold	9	–	–	﹤0.01%	620
2018 Q4	$815	Hold	9	–	–	﹤0.01%	626
2018 Q3	$999	Hold	9	–	–	﹤0.01%	605
2018 Q2	$966	Hold	9	–	–	﹤0.01%	600
2018 Q1	$1.01K	Buy	+9	New	+$1.01K	﹤0.01%	545

Other funds holding AFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Raffa Wealth Management's AFG Position: Q2 2026 in Review

Raffa Wealth Management held its American Financial Group (AFG) position steady in Q2 2026 at 2 shares worth $280. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Raffa Wealth Management first reported a position in AFG in Q1 2018 and has held it in 28 quarters since. The position peaked at $3.71K in Q4 2021. 486 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Raffa Wealth Management held 2 shares of American Financial Group worth $280 as of Q2 2026.
Raffa Wealth Management left its American Financial Group share count unchanged in Q2 2026.
American Financial Group made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1227 holding.
Raffa Wealth Management first reported a position in American Financial Group in Q1 2018 and has held it in 28 quarters since.
Raffa Wealth Management's American Financial Group position peaked at $3.71K in Q4 2021.
486 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

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