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Bogart Wealth LLC’s American Financial Group AFG Stock Holding History

Bogart Wealth LLC’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 		– Sell
-8
Closed -$1.01K – 1530
2025
Q2 		$1.01K Buy
8
+4
+100% +$500 ﹤0.01% 1226
2025
Q1 		$525 Buy
+4
New +$516 ﹤0.01% 1262

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

Bogart Wealth LLC's AFG Position: Q3 2025 in Review

Bogart Wealth LLC sold out of American Financial Group (AFG) in Q3 2025, closing a stake of 8 shares — an estimated $1.01K sold.

Bogart Wealth LLC first reported a position in AFG in Q1 2025 and held it in 2 quarters. The position peaked at $1.01K in Q2 2025. 488 funds tracked by Wall St. Rank hold AFG as of Q3 2025.

  • Bogart Wealth LLC reported no remaining American Financial Group position as of Q3 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 8 American Financial Group shares in Q3 2025, an estimated $1.01K.
  • Bogart Wealth LLC first reported a position in American Financial Group in Q1 2025 and held it in 2 quarters.
  • Bogart Wealth LLC's American Financial Group position peaked at $1.01K in Q2 2025.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.