MassMutual Private Wealth & Trust
AFG icon

MassMutual Private Wealth & Trust’s American Financial Group AFG Stock Holding History

MassMutual Private Wealth & Trust’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 		$6.29K Sell
46
-14
-23% -$1.99K ﹤0.01% 1527
2026
Q2 		$8.4K Buy
60
+14
+30% +$1.86K ﹤0.01% 1476
2026
Q1 		$5.88K Sell
46
-39
-46% -$5.06K ﹤0.01% 1607
2025
Q4 		$11.6K Hold
85
– – ﹤0.01% 1316
2025
Q3 		$12.4K Sell
85
-11
-11% -$1.46K ﹤0.01% 1307
2025
Q2 		$12.1K Buy
96
+17
+22% +$2.13K ﹤0.01% 1282
2025
Q1 		$10.4K Buy
79
+1
+1% +$129 ﹤0.01% 1295
2024
Q4 		$10.7K Sell
78
-30
-28% -$4.13K ﹤0.01% 1236
2024
Q3 		$14.5K Buy
108
+30
+38% +$3.89K ﹤0.01% 1003
2024
Q2 		$9.6K Buy
78
+16
+26% +$2.06K ﹤0.01% 1106
2024
Q1 		$8.46K Hold
62
– – ﹤0.01% 1090
2023
Q4 		$7.37K Sell
62
-27
-30% -$3.04K ﹤0.01% 1115
2023
Q3 		$9.9K Sell
89
-47
-35% -$5.42K ﹤0.01% 1004
2023
Q2 		$16.2K Buy
136
+58
+74% +$6.84K ﹤0.01% 807
2023
Q1 		$9.48K Buy
78
+56
+255% +$7.38K ﹤0.01% 958
2022
Q4 		$3K Buy
22
+6
+38% +$822 ﹤0.01% 1114
2022
Q3 		$2K Hold
16
– – ﹤0.01% 1159
2022
Q2 		$2K Hold
16
– – ﹤0.01% 1104
2022
Q1 		$2K Buy
16
+5
+45% +$682 ﹤0.01% 1113
2021
Q4 		$2K Hold
11
– – ﹤0.01% 1054
2021
Q3 		$1K Hold
11
– – ﹤0.01% 1120
2021
Q2 		$1K Hold
11
– – ﹤0.01% 1084
2021
Q1 		$1K Hold
11
– – ﹤0.01% 918
2020
Q4 		$1K Buy
+11
New +$902 ﹤0.01% 822
2019
Q1 		– Sell
-11
Closed -$996 – 852
2018
Q4 		$996 Hold
11
– – ﹤0.01% 905
2018
Q3 		$1.22K Hold
11
– – ﹤0.01% 882
2018
Q2 		$1.18K Hold
11
– – ﹤0.01% 971
2018
Q1 		$1.23K Hold
11
– – ﹤0.01% 905
2017
Q4 		$1.19K Buy
+11
New +$1.15K ﹤0.01% 815

Other funds holding AFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

MassMutual Private Wealth & Trust's AFG Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its American Financial Group (AFG) stake by 23% in Q3 2026, selling an estimated $1.99K and leaving 46 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

MassMutual Private Wealth & Trust first reported a position in AFG in Q4 2017 and has held it in 29 quarters since. The position peaked at $16.2K in Q2 2023. 301 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • MassMutual Private Wealth & Trust held 46 shares of American Financial Group worth $6.29K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 14 American Financial Group shares in Q3 2026, an estimated $1.99K.
  • American Financial Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1527 holding.
  • MassMutual Private Wealth & Trust first reported a position in American Financial Group in Q4 2017 and has held it in 29 quarters since.
  • MassMutual Private Wealth & Trust's American Financial Group position peaked at $16.2K in Q2 2023.
  • 301 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.