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Vise Technologies’s American Financial Group AFG Stock Holding History

Vise Technologies’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 		– Sell
-2,760
Closed -$377K – 1794
2026
Q1 		$377K Hold
2,760
– – 0.01% 1029
2025
Q4 		$377K Buy
2,760
+171
+7% +$23.5K 0.01% 1035
2025
Q3 		$377K Buy
2,589
+840
+48% +$111K 0.01% 798
2025
Q2 		$221K Buy
+1,749
New +$219K 0.01% 965

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

Vise Technologies's AFG Position: Q2 2026 in Review

Vise Technologies sold out of American Financial Group (AFG) in Q2 2026, closing a stake of 2,760 shares — an estimated $377K sold.

Vise Technologies first reported a position in AFG in Q2 2025 and held it in 4 quarters. The position peaked at $377K in Q3 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Vise Technologies reported no remaining American Financial Group position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 2,760 American Financial Group shares in Q2 2026, an estimated $377K.
  • Vise Technologies first reported a position in American Financial Group in Q2 2025 and held it in 4 quarters.
  • Vise Technologies's American Financial Group position peaked at $377K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.