VA
AFG icon

Valmark Advisers’s American Financial Group AFG Stock Holding History

Valmark Advisers’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 		$1.16M Hold
8,307
– – 0.01% 341
2026
Q1 		$1.06M Buy
8,307
+85
+1% +$11K 0.01% 341
2025
Q4 		$1.12M Hold
8,222
– – 0.01% 326
2025
Q3 		$1.2M Hold
8,222
– – 0.02% 305
2025
Q2 		$1.04M Hold
8,222
– – 0.01% 326
2025
Q1 		$1.08M Buy
+8,222
New +$1.06M 0.02% 301

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

Valmark Advisers's AFG Position: Q2 2026 in Review

Valmark Advisers held its American Financial Group (AFG) position steady in Q2 2026 at 8,307 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #341.

Valmark Advisers first reported a position in AFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.2M in Q3 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Valmark Advisers held 8,307 shares of American Financial Group worth $1.16M as of Q2 2026.
  • Valmark Advisers left its American Financial Group share count unchanged in Q2 2026.
  • American Financial Group made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #341 holding.
  • Valmark Advisers first reported a position in American Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Valmark Advisers's American Financial Group position peaked at $1.2M in Q3 2025.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.