Raymond James Financial
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Raymond James Financial’s American Financial Group AFG Stock Holding History

Raymond James Financial’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 		$2.72M Sell
19,470
-2,275
-10% -$302K ﹤0.01% 3258
2026
Q1 		$2.78M Buy
21,745
+5,496
+34% +$714K ﹤0.01% 3083
2025
Q4 		$2.22M Sell
16,249
-122
-0.7% -$16.7K ﹤0.01% 3191
2025
Q3 		$2.39M Sell
16,371
-3,274
-17% -$434K ﹤0.01% 3040
2025
Q2 		$2.48M Sell
19,645
-29,419
-60% -$3.68M ﹤0.01% 2908
2025
Q1 		$6.44M Buy
49,064
+28,068
+134% +$3.62M ﹤0.01% 2157
2024
Q4 		$2.87M Buy
+20,996
New +$2.89M ﹤0.01% 2699

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 $3.38T AUM 44.17% 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

Raymond James Financial's AFG Position: Q2 2026 in Review

Raymond James Financial reduced its American Financial Group (AFG) stake by 10% in Q2 2026, selling an estimated $302K and leaving 19,470 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #3258.

Raymond James Financial first reported a position in AFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.44M in Q1 2025. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Raymond James Financial held 19,470 shares of American Financial Group worth $2.72M as of Q2 2026.
  • Raymond James Financial sold 2,275 American Financial Group shares in Q2 2026, an estimated $302K.
  • American Financial Group made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3258 holding.
  • Raymond James Financial first reported a position in American Financial Group in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's American Financial Group position peaked at $6.44M in Q1 2025.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.