Rockefeller Capital Management
AFG icon

Rockefeller Capital Management’s American Financial Group AFG Stock Holding History

Rockefeller Capital 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 		$180K Buy
1,286
+590
+85% +$78.2K ﹤0.01% 2658
2026
Q1 		$89K Sell
696
-220
-24% -$28.6K ﹤0.01% 2943
2025
Q4 		$125K Buy
916
+204
+29% +$28K ﹤0.01% 2607
2025
Q3 		$104K Buy
+712
New +$94.4K ﹤0.01% 2562
2023
Q1 		– Sell
-237
Closed -$32K – 2005
2022
Q4 		$32K Buy
237
+9
+4% +$1.23K ﹤0.01% 2593
2022
Q3 		$28K Sell
228
-169
-43% -$22.2K ﹤0.01% 2615
2022
Q2 		$54K Sell
397
-63
-14% -$8.86K ﹤0.01% 2240
2022
Q1 		$67K Buy
460
+160
+53% +$21.8K ﹤0.01% 2160
2021
Q4 		$41K Buy
300
+7
+2% +$962 ﹤0.01% 2300
2021
Q3 		$36K Sell
293
-19
-6% -$2.48K ﹤0.01% 2291
2021
Q2 		$39K Sell
312
-5,875
-95% -$734K ﹤0.01% 2187
2021
Q1 		$705K Buy
6,187
+96
+2% +$9.92K ﹤0.01% 910
2020
Q4 		$533K Buy
6,091
+5,831
+2,243% +$478K ﹤0.01% 892
2020
Q3 		$17K Hold
260
– – ﹤0.01% 1841
2020
Q2 		$16K Hold
260
– – ﹤0.01% 1735
2020
Q1 		$18K Buy
+260
New +$25.1K ﹤0.01% 1543
2019
Q2 		– Sell
-121
Closed -$12K – 1639
2019
Q1 		$12K Buy
+121
New +$11.6K ﹤0.01% 1418

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

Rockefeller Capital Management's AFG Position: Q2 2026 in Review

Rockefeller Capital Management increased its American Financial Group (AFG) stake by 85% in Q2 2026, buying an estimated $78.2K and bringing the position to 1,286 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Rockefeller Capital Management first reported a position in AFG in Q1 2019 and has held it in 17 quarters since. The position peaked at $705K in Q1 2021. 515 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Rockefeller Capital Management held 1,286 shares of American Financial Group worth $180K as of Q2 2026.
  • Rockefeller Capital Management bought 590 American Financial Group shares in Q2 2026, an estimated $78.2K.
  • American Financial Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2658 holding.
  • Rockefeller Capital Management first reported a position in American Financial Group in Q1 2019 and has held it in 17 quarters since.
  • Rockefeller Capital Management's American Financial Group position peaked at $705K in Q1 2021.
  • 515 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.