Valued Wealth Advisors’s American Financial Group AFG Stock Holding History

Valued Wealth Advisors’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	$4.07K	Buy	29 +15	+107%	+$1.99K	﹤0.01%	489
2026 Q1	$1.8K	Buy	14 +5	+56%	+$649	﹤0.01%	582
2025 Q4	$1.24K	Buy	9 +4	+80%	+$549	﹤0.01%	444
2025 Q3	$734	Hold	5	–	–	﹤0.01%	486
2025 Q2	$635	Hold	5	–	–	﹤0.01%	500
2025 Q1	$660	Hold	5	–	–	﹤0.01%	525
2024 Q4	$685	Hold	5	–	–	﹤0.01%	523
2024 Q3	$673	Sell	5 -2	-29%	-$259	﹤0.01%	510
2024 Q2	$862	Buy	7 +1	+17%	+$129	﹤0.01%	454
2024 Q1	$819	Buy	6 +3	+100%	+$373	﹤0.01%	456
2023 Q4	$336	Buy	+3	New	+$338	﹤0.01%	466

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

Valued Wealth Advisors's AFG Position: Q2 2026 in Review

Valued Wealth Advisors increased its American Financial Group (AFG) stake by 107% in Q2 2026, buying an estimated $1.99K and bringing the position to 29 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Valued Wealth Advisors first reported a position in AFG in Q4 2023 and has held it in 11 quarters since. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Valued Wealth Advisors held 29 shares of American Financial Group worth $4.07K as of Q2 2026.
Valued Wealth Advisors bought 15 American Financial Group shares in Q2 2026, an estimated $1.99K.
American Financial Group made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #489 holding.
Valued Wealth Advisors first reported a position in American Financial Group in Q4 2023 and has held it in 11 quarters since.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.