JWA
AFG icon

JFS Wealth Advisors’s American Financial Group AFG Stock Holding History

JFS Wealth Advisors’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 		$5.74K Buy
41
+5
+14% +$663 ﹤0.01% 1230
2026
Q1 		$4.6K Sell
36
-20
-36% -$2.6K ﹤0.01% 1225
2025
Q4 		$7.66K Buy
56
+26
+87% +$3.57K ﹤0.01% 1076
2025
Q3 		$4.37K Sell
30
-8
-21% -$1.06K ﹤0.01% 1172
2025
Q2 		$4.8K Sell
38
-13
-25% -$1.63K ﹤0.01% 1103
2025
Q1 		$6.7K Sell
51
-13
-20% -$1.68K ﹤0.01% 1010
2024
Q4 		$8.76K Buy
64
+14
+28% +$1.93K ﹤0.01% 888
2024
Q3 		$6.73K Buy
50
+2
+4% +$259 ﹤0.01% 1004
2024
Q2 		$5.91K Hold
48
– – ﹤0.01% 997
2024
Q1 		$6.55K Buy
48
+17
+55% +$2.12K ﹤0.01% 990
2023
Q4 		$3.69K Sell
31
-35
-53% -$3.94K ﹤0.01% 1174
2023
Q3 		$7.37K Buy
66
+20
+43% +$2.31K ﹤0.01% 834
2023
Q2 		$5.46K Buy
46
+2
+5% +$236 ﹤0.01% 962
2023
Q1 		$5.35K Sell
44
-14
-24% -$1.84K ﹤0.01% 957
2022
Q4 		$7.96K Buy
58
+2
+4% +$274 ﹤0.01% 801
2022
Q3 		$7K Sell
56
-39
-41% -$5.12K ﹤0.01% 837
2022
Q2 		$13K Buy
95
+32
+51% +$4.5K ﹤0.01% 682
2022
Q1 		$9K Buy
63
+37
+142% +$5.05K ﹤0.01% 800
2021
Q4 		$4K Buy
+26
New +$3.58K ﹤0.01% 822

Other funds holding AFG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
VFM
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 $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
BC
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
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $150M AUM 17.46% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return