Financial Enhancement Group’s American Financial Group AFG Stock Holding History

Financial Enhancement Group’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	$1.73M	Hold	12,448	–	–	0.2%	73
2026 Q2	$1.74M	Hold	12,448	–	–	0.21%	74
2026 Q1	$1.64M	Buy	12,448 +5	+0%	+$649	0.2%	78
2025 Q4	$1.63M	Sell	12,443 -219	-2%	-$30K	0.21%	79
2025 Q3	$1.86M	Sell	12,662 -1	-0%	-$133	0.25%	74
2025 Q2	$1.6M	Hold	12,663	–	–	0.23%	78
2025 Q1	$1.64M	Hold	12,663	–	–	0.26%	71
2024 Q4	$1.66M	Sell	12,663 -579	-4%	-$79.7K	0.25%	67
2024 Q3	$1.53M	Buy	13,242 +386	+3%	+$50K	0.3%	65
2024 Q2	$1.66M	Hold	12,856	–	–	0.27%	67
2024 Q1	$1.64M	Buy	12,856 +2	+0%	+$249	0.27%	70
2023 Q4	$1.5M	Sell	12,854 -388	-3%	-$43.7K	0.26%	63
2023 Q3	$1.47M	Hold	13,242	–	–	0.28%	65
2023 Q2	$1.63M	Hold	13,242	–	–	0.3%	66
2023 Q1	$1.53M	Hold	13,242	–	–	0.3%	65
2022 Q4	$1.82M	Sell	13,242 -656	-5%	-$89.9K	0.35%	64
2022 Q3	$1.71M	Hold	13,898	–	–	0.39%	49
2022 Q2	$1.93M	Hold	13,898	–	–	0.42%	46
2022 Q1	$2.02M	Hold	13,898	–	–	0.38%	52
2021 Q4	$1.91M	Buy	+13,898	New	+$1.91M	0.34%	45

Other funds holding AFG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Financial Enhancement Group's AFG Position: Q3 2026 in Review

Financial Enhancement Group held its American Financial Group (AFG) position steady in Q3 2026 at 12,448 shares worth $1.73M. The position accounts for 0.2% of the portfolio, ranked #73.

Financial Enhancement Group first reported a position in AFG in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.02M in Q1 2022. 37 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

Financial Enhancement Group held 12,448 shares of American Financial Group worth $1.73M as of Q3 2026.
Financial Enhancement Group left its American Financial Group share count unchanged in Q3 2026.
American Financial Group made up 0.2% of Financial Enhancement Group's portfolio in Q3 2026, its #73 holding.
Financial Enhancement Group first reported a position in American Financial Group in Q4 2021 and has held it in 20 quarters since.
Financial Enhancement Group's American Financial Group position peaked at $2.02M in Q1 2022.
37 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.