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SHP Wealth Management’s American Financial Group AFG Stock Holding History

SHP Wealth 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 		$980 Buy
7
+4
+133% +$530 ﹤0.01% 1595
2026
Q1 		$383 Buy
+3
New +$390 ﹤0.01% 1670

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

SHP Wealth Management's AFG Position: Q2 2026 in Review

SHP Wealth Management increased its American Financial Group (AFG) stake by 133% in Q2 2026, buying an estimated $530 and bringing the position to 7 shares worth $980. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

SHP Wealth Management first reported a position in AFG in Q1 2026 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • SHP Wealth Management held 7 shares of American Financial Group worth $980 as of Q2 2026.
  • SHP Wealth Management bought 4 American Financial Group shares in Q2 2026, an estimated $530.
  • American Financial Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1595 holding.
  • SHP Wealth Management first reported a position in American Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.