Sowell Financial Services’s American Financial Group AFG Stock Holding History

Sowell Financial Services’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	$239K	Sell	1,708 -42	-2%	-$5.57K	0.01%	980
2026 Q1	$223K	Buy	1,750 +88	+5%	+$11.4K	0.01%	975
2025 Q4	$227K	Buy	1,662 +127	+8%	+$17.4K	0.01%	958
2025 Q3	$224K	Sell	1,535 -690	-31%	-$91.5K	0.01%	948
2025 Q2	$281K	Buy	2,225 +77	+4%	+$9.63K	0.01%	814
2025 Q1	$282K	Buy	+2,148	New	+$277K	0.01%	791
2021 Q2	–	Sell	-3	Closed	–	–	557
2021 Q1	$0	Hold	3	–	–	﹤0.01%	3084
2020 Q4	$0	Hold	3	–	–	﹤0.01%	2675
2020 Q3	$0	Hold	3	–	–	﹤0.01%	2497
2020 Q2	$0	Sell	3 -4,247	-100%	-$274K	﹤0.01%	2439
2020 Q1	$298K	Buy	4,250 +398	+10%	+$38.4K	0.02%	545
2019 Q4	$422K	Buy	3,852 +3,790	+6,113%	+$406K	0.03%	497
2019 Q3	$7K	Buy	+62	New	+$6.42K	﹤0.01%	1627

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 $3.38T AUM 44.17% 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

Sowell Financial Services's AFG Position: Q2 2026 in Review

Sowell Financial Services reduced its American Financial Group (AFG) stake by 2.4% in Q2 2026, selling an estimated $5.57K and leaving 1,708 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #980.

Sowell Financial Services first reported a position in AFG in Q3 2019 and has held it in 13 quarters since. The position peaked at $422K in Q4 2019. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Sowell Financial Services held 1,708 shares of American Financial Group worth $239K as of Q2 2026.
Sowell Financial Services sold 42 American Financial Group shares in Q2 2026, an estimated $5.57K.
American Financial Group made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #980 holding.
Sowell Financial Services first reported a position in American Financial Group in Q3 2019 and has held it in 13 quarters since.
Sowell Financial Services's American Financial Group position peaked at $422K in Q4 2019.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.