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

Spire 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	$840	Sell	6 -1	-14%	-$133	﹤0.01%	2159
2026 Q1	$894	Hold	7	–	–	﹤0.01%	2166
2025 Q4	$957	Buy	7 +1	+17%	+$137	﹤0.01%	2200
2025 Q3	$874	Hold	6	–	–	﹤0.01%	2293
2025 Q2	$757	Hold	6	–	–	﹤0.01%	2323
2025 Q1	$788	Hold	6	–	–	﹤0.01%	2417
2024 Q4	$822	Hold	6	–	–	﹤0.01%	2397
2024 Q3	$808	Hold	6	–	–	﹤0.01%	2118
2024 Q2	$738	Hold	6	–	–	﹤0.01%	2153
2024 Q1	$819	Hold	6	–	–	﹤0.01%	2235
2023 Q4	$716	Buy	+6	New	+$676	﹤0.01%	2317
2023 Q2	–	Sell	-180	Closed	-$21.9K	–	2384
2023 Q1	$21.9K	Hold	180	–	–	﹤0.01%	1583
2022 Q4	$25K	Hold	180	–	–	﹤0.01%	1268
2022 Q3	$22K	Sell	180 -7	-4%	-$918	﹤0.01%	1283
2022 Q2	$26K	Buy	187 +7	+4%	+$984	﹤0.01%	1549
2022 Q1	$26K	Buy	180 +97	+117%	+$13.2K	﹤0.01%	1693
2021 Q4	$11K	Buy	+83	New	+$11.4K	﹤0.01%	2333
2021 Q2	–	Sell	-76	Closed	-$9K	–	2569
2021 Q1	$9K	Buy	+76	New	+$7.85K	﹤0.01%	2430

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

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

Spire Wealth Management reduced its American Financial Group (AFG) stake by 14% in Q2 2026, selling an estimated $133 and leaving 6 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Spire Wealth Management first reported a position in AFG in Q1 2021 and has held it in 18 quarters since. The position peaked at $26K in Q2 2022. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Spire Wealth Management held 6 shares of American Financial Group worth $840 as of Q2 2026.
Spire Wealth Management sold 1 American Financial Group share in Q2 2026, an estimated $133.
American Financial Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2159 holding.
Spire Wealth Management first reported a position in American Financial Group in Q1 2021 and has held it in 18 quarters since.
Spire Wealth Management's American Financial Group position peaked at $26K in Q2 2022.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.