Cassaday & Co Wealth Management
AFG icon

Cassaday & Co Wealth Management’s American Financial Group AFG Stock Holding History

Cassaday & Co 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
2026
Q3 		$27.4K Hold
200
– – ﹤0.01% 760
2026
Q2 		$28K Hold
200
– – ﹤0.01% 722
2026
Q1 		$25.5K Buy
+200
New +$26K ﹤0.01% 746

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Cassaday & Co Wealth Management's AFG Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its American Financial Group (AFG) position steady in Q3 2026 at 200 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Cassaday & Co Wealth Management first reported a position in AFG in Q1 2026 and has held it in 3 quarters since. The position peaked at $28K in Q2 2026. 161 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • Cassaday & Co Wealth Management held 200 shares of American Financial Group worth $27.4K as of Q3 2026.
  • Cassaday & Co Wealth Management left its American Financial Group share count unchanged in Q3 2026.
  • American Financial Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #760 holding.
  • Cassaday & Co Wealth Management first reported a position in American Financial Group in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's American Financial Group position peaked at $28K in Q2 2026.
  • 161 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.