AMERICAN FINANCIAL GROUP INC (AFG) — Institutional Holders, Q2 2026 (page 5)
519 institutional investment managers reported a AFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AFG 13F holders ranked 401–500 of 519
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Provenance Wealth Advisors#401 · 600 sh | 600 | $84.0K | <0.01% | 0.0% |
| 402 | Costello Asset Management#402 · 545 sh | 545 | $76.3K | 0.02% | +0.6% |
| 403 | Ronald Blue#403 · 520 sh | 520 | $72.8K | — | 0.0% |
| 404 | Capital Analysts#404 · 500 sh | 500 | $70.0K | <0.01% | 0.0% |
| 405 | Smartleaf Asset Management#405 · 481 sh | 481 | $67.3K | <0.01% | 0.0% |
| 406 | State of Wyoming#406 · 479 sh | 479 | $67.0K | <0.01% | New |
| 407 | BESSEMER GROUP#407 · 441 sh | 441 | $61.0K | <0.01% | 0.0% |
| 408 | Essential Partners#408 · 427 sh | 427 | $59.8K | — | -80.2% |
| 409 | BARTLETT & WEALTH MANAGEMENT#409 · 403 sh | 403 | $56.4K | <0.01% | 0.0% |
| 410 | Deseret Mutual Benefit Administrators#410 · 393 sh | 393 | $55.0K | 0.02% | 0.0% |
| 411 | Center for Financial Planning#411 · 363 sh | 363 | $50.8K | — | 0.0% |
| 412 | Quent Capital#412 · 360 sh | 360 | $50.4K | <0.01% | +28.1% |
| 413 | Steigerwald, Gordon & Koch#413 · 350 sh | 350 | $49.0K | <0.01% | -15.5% |
| 414 | Sarver Vrooman Wealth Advisors#414 · 346 sh | 346 | $48.4K | — | -3.6% |
| 415 | Mitsubishi UFJ Asset Management , Ltd.#415 · 330 sh | 330 | $46.3K | 0.00% | +12.2% |
| 416 | TIAA Wealth Investment Management#416 · 312 sh | 312 | $43.7K | <0.01% | 0.0% |
| 417 | Keating Financial Advisory Services#417 · 298 sh | 298 | $41.7K | <0.01% | -2.3% |
| 418 | Glen Eagle Advisors#418 · 290 sh | 290 | $40.6K | <0.01% | New |
| 419 | Parkside Financial Bank#419 · 264 sh | 264 | $36.9K | <0.01% | +100.0% |
| 420 | DT Investment Partners#420 · 260 sh | 260 | $36.4K | — | 0.0% |
| 421 | Smithfield#421 · 260 sh | 260 | $36.0K | <0.01% | 0.0% |
| 422 | AdvisorNet Financial#422 · 250 sh | 250 | $35.0K | — | +66.7% |
| 423 | Quarry#423 · 243 sh | 243 | $34.0K | <0.01% | New |
| 424 | Global Retirement Partners#424 · 229 sh | 229 | $32.0K | <0.01% | — |
| 425 | Clearstead Advisors#425 · 211 sh | 211 | $29.5K | <0.01% | +1010.5% |
| 426 | Union Bankshares#426 · 210 sh | 210 | $29.4K | <0.01% | 0.0% |
| 427 | Lavaca Capital#427 · 200 sh | 200 | $28.0K | <0.01% | New |
| 428 | Cassaday & Wealth Management#428 · 200 sh | 200 | $28.0K | <0.01% | 0.0% |
| 429 | PRIVATE NA#429 · 198 sh | 198 | $27.7K | — | -13.2% |
| 430 | Alpine Bank Wealth Management#430 · 185 sh | 185 | $25.9K | — | New |
| 431 | Mosley Wealth Management#431 · 180 sh | 180 | $25.1K | — | -75.6% |
| 432 | SJS Investment Consulting#432 · 172 sh | 172 | $24.1K | — | +616.7% |
| 433 | Wealth Enhancement Services#433 · 159 sh | 159 | $22.3K | — | New |
| 434 | CVA Family Office#434 · 155 sh | 155 | $21.7K | <0.01% | +12.3% |
| 435 | True Wealth Design#435 · 155 sh | 155 | $21.7K | — | +400.0% |
| 436 | Triumph Capital Management#436 · 150 sh | 150 | $21.0K | — | 0.0% |
| 437 | Bullseye Investment Management#437 · 140 sh | 140 | $19.6K | <0.01% | +100.0% |
| 438 | Basecamp Wealth Advisors#438 · 134 sh | 134 | $18.8K | <0.01% | +4.7% |
| 439 | Clearstead#439 · 129 sh | 129 | $18.1K | <0.01% | 0.0% |
| 440 | Versant Capital Management#440 · 112 sh | 112 | $15.7K | — | +80.6% |
| 441 | Oakmont Advisory Group#441 · 93 sh | 93 | $13.0K | 0.01% | New |
| 442 | Cornerstone Planning Group#442 · 92 sh | 92 | $12.9K | — | 0.0% |
| 443 | COMPASS FINANCIAL MANAGEMENT#443 · 90 sh | 90 | $12.6K | <0.01% | — |
| 444 | Manchester Capital Management#444 · 87 sh | 87 | $12.2K | — | 0.0% |
| 445 | Axiom Investment Management#445 · 80 sh | 80 | $11.2K | <0.01% | New |
| 446 | Pinnacle Wealth Planning Services#446 · 79 sh | 79 | $11.1K | <0.01% | +2.6% |
| 447 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#447 · 78 sh | 78 | $10.9K | <0.01% | 0.0% |
| 448 | MILLER WEALTH ADVISORS#448 · 75 sh | 75 | $10.5K | <0.01% | 0.0% |
| 449 | HIGHLINE WEALTH PARTNERS#449 · 70 sh | 70 | $9.8K | — | +22.8% |
| 450 | Fedenia Advisers#450 · 68 sh | 68 | $9.5K | — | New |
| 451 | Owl Creek Wealth Partners#451 · 68 sh | 68 | $9.5K | — | 0.0% |
| 452 | Lodestone Wealth Management#452 · 65 sh | 65 | $9.1K | — | 0.0% |
| 453 | Halbert, Hargrove/Russell#453 · 65 sh | 65 | $9.1K | — | 0.0% |
| 454 | SBI Securities , Ltd.#454 · 64 sh | 64 | $9.0K | — | -43.4% |
| 455 | ASSETMARK#455 · 63 sh | 63 | $8.8K | — | +6.8% |
| 456 | Fortitude Family Office#456 · 62 sh | 62 | $8.7K | — | -4.6% |
| 457 | FARMERS & MERCHANTS INVESTMENTS#457 · 61 sh | 61 | $8.5K | — | 0.0% |
| 458 | ACTION POINT FINANCIAL PLANNING#458 · 61 sh | 61 | $8.4K | <0.01% | New |
| 459 | MassMutual Private Wealth & , FSB#459 · 60 sh | 60 | $8.4K | — | +30.4% |
| 460 | Activest Wealth Management#460 · 51 sh | 51 | $7.1K | — | New |
| 461 | Covestor Ltd#461 · 50 sh | 50 | $7.0K | <0.01% | -2.0% |
| 462 | ATLAS CAPITAL ADVISORS#462 · 50 sh | 50 | $7.0K | <0.01% | 0.0% |
| 463 | Rossby Financial, LCC#463 · 48 sh | 48 | $6.7K | <0.01% | +182.4% |
| 464 | First Command Advisory Services#464 · 367 sh | 367 | $6.5K | 0.00% | +189.0% |
| 465 | Sachetta#465 · 46 sh | 46 | $6.4K | <0.01% | 0.0% |
| 466 | Bruce G. Allen Investments#466 · 45 sh | 45 | $6.3K | <0.01% | 0.0% |
| 467 | JFS WEALTH ADVISORS#467 · 41 sh | 41 | $5.7K | <0.01% | +13.9% |
| 468 | Hilltop National Bank#468 · 37 sh | 37 | $5.2K | — | 0.0% |
| 469 | Physician Wealth Advisors#469 · 35 sh | 35 | $4.9K | — | -18.6% |
| 470 | Rialto Wealth Management#470 · 33 sh | 33 | $4.6K | <0.01% | +73.7% |
| 471 | Westside Investment Management#471 · 32 sh | 32 | $4.5K | <0.01% | 0.0% |
| 472 | Bogart Wealth#472 · 31 sh | 31 | $4.3K | <0.01% | New |
| 473 | Leonteq Securities AG#473 · 30 sh | 30 | $4.2K | <0.01% | New |
| 474 | United Financial Planning Group#474 · 30 sh | 30 | $4.2K | <0.01% | 0.0% |
| 475 | Valued Wealth Advisors#475 · 29 sh | 29 | $4.1K | <0.01% | +107.1% |
| 476 | LRI Investments#476 · 29 sh | 29 | $4.1K | <0.01% | +26.1% |
| 477 | Creative Capital Management Investments#477 · 29 sh | 29 | $4.1K | <0.01% | New |
| 478 | Concord Wealth Partners#478 · 28 sh | 28 | $3.9K | <0.01% | New |
| 479 | ZRC WEALTH MANAGEMENT#479 · 27 sh | 27 | $3.8K | — | +50.0% |
| 480 | HUNTINGTON NATIONAL BANK#480 · 24 sh | 24 | $3.4K | 0.00% | 0.0% |
| 481 | Private Wealth Management Group#481 · 21 sh | 21 | $2.9K | — | 0.0% |
| 482 | Kilter Group#482 · 21 sh | 21 | $2.9K | <0.01% | 0.0% |
| 483 | Cornerstone Financial Management#483 · 21 sh | 21 | $2.9K | <0.01% | 0.0% |
| 484 | WPG Advisers#484 · 20 sh | 20 | $2.8K | <0.01% | +42.9% |
| 485 | DiNuzzo Private Wealth#485 · 19 sh | 19 | $2.7K | — | 0.0% |
| 486 | Bay Harbor Wealth Management#486 · 18 sh | 18 | $2.5K | <0.01% | +28.6% |
| 487 | JPL Wealth Management#487 · 16 sh | 16 | $2.2K | <0.01% | 0.0% |
| 488 | OGOREK ANTHONY JOSEPH /NY#488 · 15 sh | 15 | $2.0K | <0.01% | 0.0% |
| 489 | HFM Investment Advisors#489 · 14 sh | 14 | $2.0K | <0.01% | +100.0% |
| 490 | Dunhill Financial#490 · 12 sh | 12 | $1.8K | <0.01% | 0.0% |
| 491 | Retirement Wealth Solutions#491 · 11 sh | 11 | $1.5K | — | 0.0% |
| 492 | Cromwell#492 · 11 sh | 11 | $1.5K | <0.01% | 0.0% |
| 493 | Silver Grove Financial Group#493 · 11 sh | 11 | $1.5K | <0.01% | New |
| 494 | Bare Financial Services#494 · 9 sh | 9 | $1.3K | <0.01% | 0.0% |
| 495 | Signature Equity Partners#495 · 9 sh | 9 | $1.3K | <0.01% | 0.0% |
| 496 | TD PRIVATE CLIENT WEALTH#496 · 8 sh | 8 | $1.1K | 0.00% | New |
| 497 | Torren Management#497 · 8 sh | 8 | $1.1K | <0.01% | 0.0% |
| 498 | SHP Wealth Management#498 · 7 sh | 7 | $980.00 | <0.01% | +133.3% |
| 499 | Spire Wealth Management#499 · 6 sh | 6 | $840.00 | 0.00% | -14.3% |
| 500 | Synergy Investment Management#500 · 5 sh | 5 | $718.00 | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.