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JWA
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
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RP
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BC
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1-Year Est. Return
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1-Year Est. Return
FEG
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$837M AUM
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1-Year Est. Return
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$150M AUM
17.46%
1-Year Est. Return
AIFS
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$230M AUM
19.43%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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