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

Kellett 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	$413K	Buy	2,953 +133	+5%	+$17.6K	0.19%	57
2026 Q1	$360K	Buy	2,820 +99	+4%	+$12.9K	0.2%	53
2025 Q4	$372K	Buy	2,721 +56	+2%	+$7.68K	0.21%	53
2025 Q3	$388K	Buy	2,665 +17	+0.6%	+$2.25K	0.23%	47
2025 Q2	$334K	Buy	2,648 +16	+0.6%	+$2K	0.22%	48
2025 Q1	$346K	Buy	2,632 +55	+2%	+$7.1K	0.24%	47
2024 Q4	$353K	Hold	2,577	–	–	0.24%	47
2024 Q3	$347K	Buy	2,577 +14	+0.5%	+$1.81K	0.25%	45
2024 Q2	$315K	Buy	2,563 +14	+0.5%	+$1.8K	0.25%	47
2024 Q1	$348K	Buy	2,549 +64	+3%	+$7.97K	0.24%	53
2023 Q4	$295K	Buy	2,485 +48	+2%	+$5.41K	0.22%	58
2023 Q3	$272K	Buy	2,437 +13	+0.5%	+$1.5K	0.23%	52
2023 Q2	$288K	Buy	2,424 +12	+0.5%	+$1.41K	0.26%	42
2023 Q1	$293K	Buy	2,412 +80	+3%	+$10.5K	0.28%	40
2022 Q4	$320K	Buy	2,332 +32	+1%	+$4.39K	0.31%	36
2022 Q3	$334K	Buy	2,300 +20	+0.9%	+$2.62K	0.41%	34
2022 Q2	$316K	Buy	2,280 +132	+6%	+$18.6K	0.41%	34
2022 Q1	$313K	Buy	2,148 +29	+1%	+$3.96K	0.25%	43
2021 Q4	$291K	Buy	+2,119	New	+$291K	0.22%	48

Other funds holding AFG

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

YIH

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

Kellett Wealth Advisors's AFG Position: Q2 2026 in Review

Kellett Wealth Advisors increased its American Financial Group (AFG) stake by 4.7% in Q2 2026, buying an estimated $17.6K and bringing the position to 2,953 shares worth $413K. The position accounts for 0.19% of the portfolio, ranked #57.

Kellett Wealth Advisors first reported a position in AFG in Q4 2021 and has held it in 19 quarters since. 126 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Kellett Wealth Advisors held 2,953 shares of American Financial Group worth $413K as of Q2 2026.
Kellett Wealth Advisors bought 133 American Financial Group shares in Q2 2026, an estimated $17.6K.
American Financial Group made up 0.19% of Kellett Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Kellett Wealth Advisors first reported a position in American Financial Group in Q4 2021 and has held it in 19 quarters since.
126 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.