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Net Worth Advisory Group’s American Financial Group AFG Stock Holding History

Net Worth Advisory Group’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
2025
Q3 		– Sell
-2,689
Closed -$339K – 405
2025
Q2 		$339K Buy
2,689
+101
+4% +$12.6K 0.08% 269
2025
Q1 		$340K Buy
2,588
+201
+8% +$25.9K 0.11% 215
2024
Q4 		$327K Buy
2,387
+78
+3% +$10.7K 0.1% 232
2024
Q3 		$311K Buy
+2,309
New +$299K 0.09% 263

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Net Worth Advisory Group's AFG Position: Q3 2025 in Review

Net Worth Advisory Group sold out of American Financial Group (AFG) in Q3 2025, closing a stake of 2,689 shares — an estimated $339K sold.

Net Worth Advisory Group first reported a position in AFG in Q3 2024 and held it in 4 quarters. The position peaked at $340K in Q1 2025. 488 funds tracked by Wall St. Rank hold AFG as of Q3 2025.

  • Net Worth Advisory Group reported no remaining American Financial Group position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 2,689 American Financial Group shares in Q3 2025, an estimated $339K.
  • Net Worth Advisory Group first reported a position in American Financial Group in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's American Financial Group position peaked at $340K in Q1 2025.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.