Vest Financial’s American Financial Group AFG Stock Holding History

Vest Financial’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	$2.03M	Buy	+14,473	New	+$1.92M	0.02%	334
2025 Q1	–	Sell	-17,795	Closed	-$2.44M	–	400
2024 Q4	$2.44M	Buy	17,795 +6,842	+62%	+$942K	0.04%	169
2024 Q3	$1.47M	Buy	10,953 +2,242	+26%	+$291K	0.03%	190
2024 Q2	$1.07M	Buy	8,711 +2,460	+39%	+$317K	0.03%	194
2024 Q1	$853K	Buy	6,251 +4,283	+218%	+$533K	0.02%	191
2023 Q4	$234K	Buy	+1,968	New	+$222K	0.01%	195

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

Vest Financial's AFG Position: Q2 2026 in Review

Vest Financial opened a new position in American Financial Group (AFG) in Q2 2026: 14,473 shares worth $2.03M. The stake represents 0.02% of the portfolio and ranks #334 among its holdings. This is a return to the name: Vest Financial previously reported a position in AFG as recently as Q4 2024.

Vest Financial first reported a position in AFG in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.44M in Q4 2024. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Vest Financial held 14,473 shares of American Financial Group worth $2.03M as of Q2 2026.
American Financial Group was a new Vest Financial position in Q2 2026.
American Financial Group made up 0.02% of Vest Financial's portfolio in Q2 2026, its #334 holding.
Vest Financial first reported a position in American Financial Group in Q4 2023 and has held it in 6 quarters since.
Vest Financial's American Financial Group position peaked at $2.44M in Q4 2024.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.