AFWM
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Abich Financial Wealth Management’s American Financial Group AFG Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$277K Buy
+1,901
New +$252K 0.1% 91
2024
Q3 		$33.1K Sell
246
-470
-66% -$60.9K 0.07% 120
2024
Q2 		$88.1K Buy
716
+188
+36% +$24.2K 0.06% 104
2024
Q1 		$72.1K Buy
528
+523
+10,460% +$65.1K 0.06% 108
2023
Q4 		$594 Buy
+5
New +$563 ﹤0.01% 393

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abich Financial Wealth Management's AFG Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in American Financial Group (AFG) in Q3 2025: 1,901 shares worth $277K. The stake represents 0.1% of the portfolio and ranks #91 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in AFG as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in AFG in Q4 2023 and has held it in 5 quarters since. 488 funds tracked by Wall St. Rank hold AFG as of Q3 2025.

  • Abich Financial Wealth Management held 1,901 shares of American Financial Group worth $277K as of Q3 2025.
  • American Financial Group was a new Abich Financial Wealth Management position in Q3 2025.
  • American Financial Group made up 0.1% of Abich Financial Wealth Management's portfolio in Q3 2025, its #91 holding.
  • Abich Financial Wealth Management first reported a position in American Financial Group in Q4 2023 and has held it in 5 quarters since.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.