Wealthquest’s American Financial Group AFG Stock Holding History

Wealthquest’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	$48.1M	Sell	343,363 -5	-0%	-$663	3.03%	9
2026 Q1	$43.9M	Sell	343,368 -4	-0%	-$519	3.11%	9
2025 Q4	$46.9M	Buy	343,372 +12	+0%	+$1.65K	3.54%	8
2025 Q3	$50M	Hold	343,360	–	–	3.99%	8
2025 Q2	$43.3M	Hold	343,360	–	–	3.42%	9
2025 Q1	$45.1M	Hold	343,360	–	–	3.76%	8
2024 Q4	$47M	Hold	343,360	–	–	3.83%	8
2024 Q3	$46.5M	Hold	343,360	–	–	4.09%	8
2024 Q2	$42.2M	Hold	343,360	–	–	4.5%	5
2024 Q1	$46.9M	Hold	343,360	–	–	5.02%	5
2023 Q4	$40.8M	Hold	343,360	–	–	4.52%	6
2023 Q3	$38.3M	Hold	343,360	–	–	4.71%	6
2023 Q2	$40.8M	Sell	343,360 -73	-0%	-$8.61K	4.87%	6
2023 Q1	$41.7M	Buy	343,433 +98	+0%	+$12.9K	5.41%	5
2022 Q4	$47.1M	Sell	343,335 -20	-0%	-$2.74K	6.06%	5
2022 Q3	$42.2M	Hold	343,355	–	–	5.9%	6
2022 Q2	$47.7M	Hold	343,355	–	–	7.19%	4
2022 Q1	$47.1M	Hold	343,355	–	–	7.23%	2
2021 Q4	$47.1M	Hold	343,355	–	–	7.23%	2
2021 Q3	$43.2M	Hold	343,355	–	–	7.29%	2
2021 Q2	$42.8M	Hold	343,355	–	–	7.32%	2
2021 Q1	$39.2M	Hold	343,355	–	–	7.32%	2
2020 Q4	$30.1M	Sell	343,355 -10	-0%	-$820	6.44%	3
2020 Q3	$23M	Hold	343,365	–	–	5.7%	5
2020 Q2	$21.8M	Buy	+343,365	New	+$22.1M	5.54%	4
2019 Q4	$37.6M	Hold	343,365	–	–	10.78%	1
2019 Q3	$37M	Hold	343,365	–	–	12.38%	1
2019 Q2	$35.2M	Sell	343,365 -49,797	-13%	-$5.01M	13.29%	1
2019 Q1	$37.8M	Sell	393,162 -203	-0.1%	-$19.4K	14.29%	1
2018 Q4	$35.6M	Buy	+393,365	New	+$39.5M	14.59%	1

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

Wealthquest's AFG Position: Q2 2026 in Review

Wealthquest reduced its American Financial Group (AFG) stake by 0% in Q2 2026, selling an estimated $663 and leaving 343,363 shares worth $48.1M. The position accounts for 3.03% of the portfolio, ranked #9.

Wealthquest first reported a position in AFG in Q4 2018 and has held it in 30 quarters since. The position peaked at $50M in Q3 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Wealthquest held 343,363 shares of American Financial Group worth $48.1M as of Q2 2026.
Wealthquest sold 5 American Financial Group shares in Q2 2026, an estimated $663.
American Financial Group made up 3.03% of Wealthquest's portfolio in Q2 2026, its #9 holding.
Wealthquest first reported a position in American Financial Group in Q4 2018 and has held it in 30 quarters since.
Wealthquest's American Financial Group position peaked at $50M in Q3 2025.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.