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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
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 $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's AFG Position: Q1 2026 in Review

SHP Wealth Management opened a new position in American Financial Group (AFG) in Q1 2026: 3 shares worth $383. The stake represents ﹤0.01% of the portfolio and ranks #1670 among its holdings.

490 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • SHP Wealth Management held 3 shares of American Financial Group worth $383 as of Q1 2026.
  • American Financial Group was a new SHP Wealth Management position in Q1 2026.
  • American Financial Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1670 holding.
  • 490 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.