Sarver Vrooman Wealth Advisors’s American Financial Group AFG Stock Holding History

Sarver Vrooman Wealth Advisors’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	$48.4K	Sell	346 -13	-4%	-$1.72K	0.03%	65
2026 Q1	$45.8K	Buy	359 +70	+24%	+$9.09K	0.03%	64
2025 Q4	$39.5K	Sell	289 -174	-38%	-$23.9K	0.03%	83
2025 Q3	$67.5K	Hold	463	–	–	0.04%	52
2025 Q2	$58.4K	Sell	463 -165	-26%	-$20.6K	0.04%	74
2025 Q1	$82.5K	Buy	+628	New	+$81.1K	0.05%	35

Other funds holding AFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's AFG Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its American Financial Group (AFG) stake by 3.6% in Q2 2026, selling an estimated $1.72K and leaving 346 shares worth $48.4K. The position accounts for 0.03% of the portfolio, ranked #65.

Sarver Vrooman Wealth Advisors first reported a position in AFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $82.5K in Q1 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Sarver Vrooman Wealth Advisors held 346 shares of American Financial Group worth $48.4K as of Q2 2026.
Sarver Vrooman Wealth Advisors sold 13 American Financial Group shares in Q2 2026, an estimated $1.72K.
American Financial Group made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Sarver Vrooman Wealth Advisors first reported a position in American Financial Group in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's American Financial Group position peaked at $82.5K in Q1 2025.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.