Vest Financial
AFG icon

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
Q3 		$3.94M Buy
28,837
+14,364
+99% +$2.05M 0.04% 274
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Vest Financial's AFG Position: Q3 2026 in Review

Vest Financial increased its American Financial Group (AFG) stake by 99% in Q3 2026, buying an estimated $2.05M and bringing the position to 28,837 shares worth $3.94M. The position accounts for 0.04% of the portfolio, ranked #274.

Vest Financial first reported a position in AFG in Q4 2023 and has held it in 7 quarters since. 239 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • Vest Financial held 28,837 shares of American Financial Group worth $3.94M as of Q3 2026.
  • Vest Financial bought 14,364 American Financial Group shares in Q3 2026, an estimated $2.05M.
  • American Financial Group made up 0.04% of Vest Financial's portfolio in Q3 2026, its #274 holding.
  • Vest Financial first reported a position in American Financial Group in Q4 2023 and has held it in 7 quarters since.
  • 239 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.