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Sovereign's Capital Management’s American Financial Group AFG Stock Holding History

Sovereign's Capital 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 		$3.49M Sell
24,925
-4,571
-15% -$606K 2.33% 17
2026
Q1 		$3.77M Sell
29,496
-1,242
-4% -$161K 2.77% 11
2025
Q4 		$4.2M Sell
30,738
-6,154
-17% -$844K 2.55% 16
2025
Q3 		$5.38M Sell
36,892
-139
-0.4% -$18.4K 2.92% 5
2025
Q2 		$4.67M Buy
37,031
+3,328
+10% +$416K 2.5% 12
2025
Q1 		$4.43M Buy
33,703
+2,212
+7% +$286K 2.63% 9
2024
Q4 		$4.31M Buy
+31,491
New +$4.33M 2.75% 6

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 $3.37T AUM 44.26% 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

Sovereign's Capital Management's AFG Position: Q2 2026 in Review

Sovereign's Capital Management reduced its American Financial Group (AFG) stake by 15% in Q2 2026, selling an estimated $606K and leaving 24,925 shares worth $3.49M. The position accounts for 2.33% of the portfolio, ranked #17.

Sovereign's Capital Management first reported a position in AFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.38M in Q3 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Sovereign's Capital Management held 24,925 shares of American Financial Group worth $3.49M as of Q2 2026.
  • Sovereign's Capital Management sold 4,571 American Financial Group shares in Q2 2026, an estimated $606K.
  • American Financial Group made up 2.33% of Sovereign's Capital Management's portfolio in Q2 2026, its #17 holding.
  • Sovereign's Capital Management first reported a position in American Financial Group in Q4 2024 and has held it in 7 quarters since.
  • Sovereign's Capital Management's American Financial Group position peaked at $5.38M in Q3 2025.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Sovereign's Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.