DiNuzzo Private Wealth’s American Financial Group AFG Stock Holding History

DiNuzzo Private Wealth’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 Q2	$2.66K	Hold	19	–	–	﹤0.01%	580
2026 Q1	$2.43K	Hold	19	–	–	﹤0.01%	573
2025 Q4	$2.6K	Hold	19	–	–	﹤0.01%	554
2025 Q3	$2.58K	Hold	19	–	–	﹤0.01%	554
2025 Q2	$2.4K	Hold	19	–	–	﹤0.01%	559
2025 Q1	$2.5K	Hold	19	–	–	﹤0.01%	520
2024 Q4	$2.6K	Hold	19	–	–	﹤0.01%	505
2024 Q3	$2.56K	Hold	19	–	–	﹤0.01%	527
2024 Q2	$2.34K	Buy	19 +3	+19%	+$386	﹤0.01%	464
2024 Q1	$2.18K	Buy	16 +2	+14%	+$249	﹤0.01%	444
2023 Q4	$1.67K	Buy	+14	New	+$1.58K	﹤0.01%	515

Other funds holding AFG

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return