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

Rialto 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 		$4.62K Buy
33
+14
+74% +$1.86K ﹤0.01% 775
2026
Q1 		$2.43K Buy
19
+2
+12% +$260 ﹤0.01% 797
2025
Q4 		$2.32K Buy
17
+2
+13% +$274 ﹤0.01% 695
2025
Q3 		$2.19K Buy
15
+8
+114% +$1.06K ﹤0.01% 645
2025
Q2 		$884 Sell
7
-4
-36% -$500 ﹤0.01% 906
2025
Q1 		$1.45K Buy
+11
New +$1.42K ﹤0.01% 602

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

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

Rialto Wealth Management increased its American Financial Group (AFG) stake by 74% in Q2 2026, buying an estimated $1.86K and bringing the position to 33 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Rialto Wealth Management first reported a position in AFG in Q1 2025 and has held it in 6 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Rialto Wealth Management held 33 shares of American Financial Group worth $4.62K as of Q2 2026.
  • Rialto Wealth Management bought 14 American Financial Group shares in Q2 2026, an estimated $1.86K.
  • American Financial Group made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #775 holding.
  • Rialto Wealth Management first reported a position in American Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.