UFPG
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United Financial Planning Group’s American Financial Group AFG Stock Holding History

United Financial Planning Group’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 		$4.2K Hold
30
– – ﹤0.01% 407
2026
Q1 		$3.83K Buy
+30
New +$3.9K ﹤0.01% 363

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

United Financial Planning Group's AFG Position: Q2 2026 in Review

United Financial Planning Group held its American Financial Group (AFG) position steady in Q2 2026 at 30 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

United Financial Planning Group first reported a position in AFG in Q1 2026 and has held it in 2 quarters since. 515 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • United Financial Planning Group held 30 shares of American Financial Group worth $4.2K as of Q2 2026.
  • United Financial Planning Group left its American Financial Group share count unchanged in Q2 2026.
  • American Financial Group made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #407 holding.
  • United Financial Planning Group first reported a position in American Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 515 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.