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Capital A Wealth Management’s American Financial Group AFG Stock Holding History

Capital A 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
Q2 		$2.26K Buy
+19
New +$2.38K 0.03% 314
2025
Q1 		– Sell
-4
Closed -$548 – 713
2024
Q4 		$548 Buy
+4
New +$550 ﹤0.01% 645

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital A Wealth Management's AFG Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in American Financial Group (AFG) in Q2 2025: 19 shares worth $2.26K. The stake represents 0.03% of the portfolio and ranks #314 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in AFG as recently as Q4 2024.

Capital A Wealth Management first reported a position in AFG in Q4 2024 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold AFG as of Q2 2025.

  • Capital A Wealth Management held 19 shares of American Financial Group worth $2.26K as of Q2 2025.
  • American Financial Group was a new Capital A Wealth Management position in Q2 2025.
  • American Financial Group made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #314 holding.
  • Capital A Wealth Management first reported a position in American Financial Group in Q4 2024 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held American Financial Group as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.