Root Financial Partners
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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
Q3 		$135K Buy
+984
New +$140K ﹤0.01% 595
2026
Q2 		– Sell
-527
Closed -$67.3K – 470
2026
Q1 		$67.3K Buy
527
+253
+92% +$32.9K ﹤0.01% 729
2025
Q4 		$37.4K Buy
274
+41
+18% +$5.62K ﹤0.01% 837
2025
Q3 		$34K Buy
+233
New +$30.9K ﹤0.01% 825

Other funds holding AFG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Financial Group Inc 401(K) Retirement & Savings Plan
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $299M AUM 6.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's AFG Position: Q3 2026 in Review

Root Financial Partners opened a new position in American Financial Group (AFG) in Q3 2026: 984 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AFG as recently as Q1 2026.

Root Financial Partners first reported a position in AFG in Q3 2025 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • Root Financial Partners held 984 shares of American Financial Group worth $135K as of Q3 2026.
  • American Financial Group was a new Root Financial Partners position in Q3 2026.
  • American Financial Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #595 holding.
  • Root Financial Partners first reported a position in American Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 424 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.