MBL Wealth’s American Financial Group AFG Stock Holding History

MBL Wealth’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	$501K	Buy	+3,664	New	+$522K	0.03%	312

Other funds holding AFG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $299M AUM 6.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MBL Wealth's AFG Position: Q3 2026 in Review

MBL Wealth opened a new position in American Financial Group (AFG) in Q3 2026: 3,664 shares worth $501K. The stake represents 0.03% of the portfolio and ranks #312 among its holdings.

387 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

MBL Wealth held 3,664 shares of American Financial Group worth $501K as of Q3 2026.
American Financial Group was a new MBL Wealth position in Q3 2026.
American Financial Group made up 0.03% of MBL Wealth's portfolio in Q3 2026, its #312 holding.
387 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.