Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s American Financial Group AFG Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$717K Buy
5,613
+2,455
+78% +$319K ﹤0.01% 1771
2025
Q4 		$432K Buy
3,158
+1,025
+48% +$141K ﹤0.01% 2008
2025
Q3 		$311K Sell
2,133
-970
-31% -$129K ﹤0.01% 2100
2025
Q2 		$392K Sell
3,103
-2,304
-43% -$288K ﹤0.01% 1708
2025
Q1 		$710K Buy
5,407
+4,046
+297% +$522K ﹤0.01% 1315
2024
Q4 		$186K Buy
1,361
+109
+9% +$15K ﹤0.01% 1869
2024
Q3 		$169K Buy
1,252
+1,133
+952% +$147K ﹤0.01% 1846
2024
Q2 		$15K Buy
119
+26
+28% +$3.35K ﹤0.01% 3283
2024
Q1 		$13K Sell
93
-1,071
-92% -$133K ﹤0.01% 3163
2023
Q4 		$138K Sell
1,164
-9
-0.8% -$1.01K ﹤0.01% 1588
2023
Q3 		$131K Buy
1,173
+28
+2% +$3.23K ﹤0.01% 1488
2023
Q2 		$136K Buy
1,145
+43
+4% +$5.07K ﹤0.01% 1409
2023
Q1 		$134K Buy
1,102
+175
+19% +$23.1K ﹤0.01% 1357
2022
Q4 		$127K Buy
927
+114
+14% +$15.6K ﹤0.01% 1270
2022
Q3 		$100K Buy
813
+161
+25% +$21.1K ﹤0.01% 1326
2022
Q2 		$90K Buy
652
+12
+2% +$1.69K ﹤0.01% 1357
2022
Q1 		$93K Buy
640
+74
+13% +$10.1K ﹤0.01% 1352
2021
Q4 		$78K Buy
+566
New +$77.8K ﹤0.01% 1397
2019
Q1 		– Sell
-23
Closed -$2K – 2924
2018
Q4 		$2K Buy
23
+14
+156% +$1.4K ﹤0.01% 1708
2018
Q3 		$1K Sell
9
-8
-47% -$890 ﹤0.01% 1600
2018
Q2 		$2K Buy
+17
New +$1.88K ﹤0.01% 1341
2018
Q1 		– Sell
-80
Closed -$9K – 1387
2017
Q4 		$9K Hold
80
– – ﹤0.01% 902
2017
Q3 		$8K Hold
80
– – ﹤0.01% 935
2017
Q2 		$8K Hold
80
– – ﹤0.01% 803
2017
Q1 		$8K Hold
80
– – ﹤0.01% 787
2016
Q4 		$7K Hold
80
– – ﹤0.01% 782
2016
Q3 		$6K Buy
+80
New +$5.9K ﹤0.01% 789

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AFG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its American Financial Group (AFG) stake by 78% in Q1 2026, buying an estimated $319K and bringing the position to 5,613 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Carson Wealth (CWM LLC) first reported a position in AFG in Q3 2016 and has held it in 27 quarters since. 493 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,613 shares of American Financial Group worth $717K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,455 American Financial Group shares in Q1 2026, an estimated $319K.
  • American Financial Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1771 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Financial Group in Q3 2016 and has held it in 27 quarters since.
  • 493 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.