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Waverly Advisors’s American Financial Group AFG Stock Holding History

Waverly 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 		$378K Buy
2,698
+664
+33% +$88.1K ﹤0.01% 1299
2026
Q1 		$260K Buy
+2,034
New +$264K ﹤0.01% 1381

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 $3.38T AUM 44.17% 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

Waverly Advisors's AFG Position: Q2 2026 in Review

Waverly Advisors increased its American Financial Group (AFG) stake by 33% in Q2 2026, buying an estimated $88.1K and bringing the position to 2,698 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Waverly Advisors first reported a position in AFG in Q1 2026 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Waverly Advisors held 2,698 shares of American Financial Group worth $378K as of Q2 2026.
  • Waverly Advisors bought 664 American Financial Group shares in Q2 2026, an estimated $88.1K.
  • American Financial Group made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1299 holding.
  • Waverly Advisors first reported a position in American Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.