MWM
AFG icon

Mosley Wealth Management’s American Financial Group AFG Stock Holding History

Mosley Wealth Management’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 		$25.1K Sell
180
-557
-76% -$73.9K 0.01% 308
2026
Q1 		$107K Buy
+737
New +$95.7K 0.05% 175

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
W
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mosley Wealth Management's AFG Position: Q2 2026 in Review

Mosley Wealth Management reduced its American Financial Group (AFG) stake by 76% in Q2 2026, selling an estimated $73.9K and leaving 180 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #308.

Mosley Wealth Management first reported a position in AFG in Q1 2026 and has held it in 2 quarters since. The position peaked at $107K in Q1 2026. 245 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Mosley Wealth Management held 180 shares of American Financial Group worth $25.1K as of Q2 2026.
  • Mosley Wealth Management sold 557 American Financial Group shares in Q2 2026, an estimated $73.9K.
  • American Financial Group made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Mosley Wealth Management first reported a position in American Financial Group in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's American Financial Group position peaked at $107K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

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