M Holdings Securities
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M Holdings Securities’s American Financial Group AFG Stock Holding History

M Holdings Securities’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 		$2.24M Buy
+16,324
New +$2.33M 0.14% 124
2026
Q2 		– Sell
-14,942
Closed -$1.91M – 153
2026
Q1 		$1.91M Buy
14,942
+344
+2% +$44.7K 0.13% 135
2025
Q4 		$2M Buy
14,598
+683
+5% +$93.7K 0.14% 127
2025
Q3 		$2.03M Buy
+13,915
New +$1.85M 0.43% 35
2024
Q3 		– Sell
-8,761
Closed -$1.1M – 102
2024
Q2 		$1.1M Buy
+8,761
New +$1.13M 0.14% 89
2023
Q3 		– Sell
-8,779
Closed -$1.04M – 203
2023
Q2 		$1.04M Sell
8,779
-491
-5% -$57.9K 0.21% 64
2023
Q1 		$1.11M Buy
9,270
+41
+0.4% +$5.4K 0.11% 142
2022
Q4 		$1.27M Sell
9,229
-31
-0.3% -$4.25K 0.13% 129
2022
Q3 		$1.14M Buy
9,260
+5
+0.1% +$656 0.13% 138
2022
Q2 		$1.28M Hold
9,255
– – 0.13% 131
2022
Q1 		$1.35M Buy
+9,255
New +$1.26M 0.1% 154
2021
Q2 		– Sell
-9,396
Closed -$1.07M – 236
2021
Q1 		$1.07M Buy
+9,396
New +$971K 0.1% 187
2014
Q4 		– Sell
-250
Closed -$25K – 189
2014
Q3 		$25K Buy
+250
New +$14.6K 0.01% 486

Other funds holding AFG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Financial Group Inc 401(K) Retirement & Savings Plan
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $299M AUM 6.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

M Holdings Securities's AFG Position: Q3 2026 in Review

M Holdings Securities opened a new position in American Financial Group (AFG) in Q3 2026: 16,324 shares worth $2.24M. The stake represents 0.14% of the portfolio and ranks #124 among its holdings. This is a return to the name: M Holdings Securities previously reported a position in AFG as recently as Q1 2026.

M Holdings Securities first reported a position in AFG in Q3 2014 and has held it in 13 quarters since. 424 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • M Holdings Securities held 16,324 shares of American Financial Group worth $2.24M as of Q3 2026.
  • American Financial Group was a new M Holdings Securities position in Q3 2026.
  • American Financial Group made up 0.14% of M Holdings Securities's portfolio in Q3 2026, its #124 holding.
  • M Holdings Securities first reported a position in American Financial Group in Q3 2014 and has held it in 13 quarters since.
  • 424 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on M Holdings Securities's 13F filing for Q3 2026, filed 3 Nov 2026.