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Rothschild Investment LLC’s American Financial Group AFG Stock Holding History

Rothschild Investment LLC’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 		$809K Buy
5,782
+5,498
+1,936% +$729K 0.03% 469
2026
Q1 		$36.3K Buy
284
+106
+60% +$13.8K ﹤0.01% 1214
2025
Q4 		$24.3K Buy
178
+168
+1,680% +$23.1K ﹤0.01% 1254
2025
Q3 		$1.46K Buy
10
+5
+100% +$663 ﹤0.01% 2415
2025
Q2 		$631 Buy
5
+4
+400% +$500 ﹤0.01% 2659
2025
Q1 		$131 Hold
1
– – ﹤0.01% 2921
2024
Q4 		$137 Hold
1
– – ﹤0.01% 2861
2024
Q3 		$135 Buy
+1
New +$130 ﹤0.01% 2794

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

Rothschild Investment LLC's AFG Position: Q2 2026 in Review

Rothschild Investment LLC increased its American Financial Group (AFG) stake by 1,936% in Q2 2026, buying an estimated $729K and bringing the position to 5,782 shares worth $809K. The position accounts for 0.03% of the portfolio, ranked #469.

Rothschild Investment LLC first reported a position in AFG in Q3 2024 and has held it in 8 quarters since. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Rothschild Investment LLC held 5,782 shares of American Financial Group worth $809K as of Q2 2026.
  • Rothschild Investment LLC bought 5,498 American Financial Group shares in Q2 2026, an estimated $729K.
  • American Financial Group made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #469 holding.
  • Rothschild Investment LLC first reported a position in American Financial Group in Q3 2024 and has held it in 8 quarters since.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.