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Root Financial Partners’s American Financial Group AFG Stock Holding History

Root Financial Partners’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 		– Sell
-527
Closed -$67.3K – 470
2026
Q1 		$67.3K Buy
527
+253
+92% +$32.9K ﹤0.01% 729
2025
Q4 		$37.5K Buy
274
+41
+18% +$5.63K ﹤0.01% 837
2025
Q3 		$34K Buy
+233
New +$30.9K ﹤0.01% 825

Other funds holding AFG

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's AFG Position: Q2 2026 in Review

Root Financial Partners sold out of American Financial Group (AFG) in Q2 2026, closing a stake of 527 shares — an estimated $67.3K sold.

Root Financial Partners first reported a position in AFG in Q3 2025 and held it in 3 quarters. The position peaked at $67.3K in Q1 2026. 154 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Root Financial Partners reported no remaining American Financial Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 527 American Financial Group shares in Q2 2026, an estimated $67.3K.
  • Root Financial Partners first reported a position in American Financial Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's American Financial Group position peaked at $67.3K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.