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Whipplewood Advisors’s American Financial Group AFG Stock Holding History

Whipplewood 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 		– Sell
-31
Closed -$3.96K – 645
2026
Q1 		$3.96K Buy
+31
New +$4.03K ﹤0.01% 658
2025
Q3 		– Sell
-31
Closed -$3.91K – 315
2025
Q2 		$3.91K Sell
31
-45
-59% -$5.63K ﹤0.01% 742
2025
Q1 		$4.07K Buy
76
+45
+145% +$5.81K ﹤0.01% 739
2024
Q4 		$4.25K Buy
+31
New +$4.27K ﹤0.01% 728

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

Whipplewood Advisors's AFG Position: Q2 2026 in Review

Whipplewood Advisors sold out of American Financial Group (AFG) in Q2 2026, closing a stake of 31 shares — an estimated $3.96K sold.

Whipplewood Advisors first reported a position in AFG in Q4 2024 and held it in 4 quarters. The position peaked at $4.25K in Q4 2024. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Whipplewood Advisors reported no remaining American Financial Group position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 31 American Financial Group shares in Q2 2026, an estimated $3.96K.
  • Whipplewood Advisors first reported a position in American Financial Group in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's American Financial Group position peaked at $4.25K in Q4 2024.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.