Mosley Wealth Management
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
Q3 		– Sell
-180
Closed -$25.1K – 806
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 $6.79T 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

Mosley Wealth Management's AFG Position: Q3 2026 in Review

Mosley Wealth Management sold out of American Financial Group (AFG) in Q3 2026, closing a stake of 180 shares — an estimated $25.1K sold.

Mosley Wealth Management first reported a position in AFG in Q1 2026 and held it in 2 quarters. The position peaked at $107K in Q1 2026. 424 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • Mosley Wealth Management reported no remaining American Financial Group position as of Q3 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 180 American Financial Group shares in Q3 2026, an estimated $25.1K.
  • Mosley Wealth Management first reported a position in American Financial Group in Q1 2026 and held it in 2 quarters.
  • Mosley Wealth Management's American Financial Group position peaked at $107K in Q1 2026.
  • 424 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.