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NWAM LLC’s American Financial Group AFG Stock Holding History

NWAM LLC’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
-6,431
Closed -$803K – 639
2025
Q2 		$803K Buy
6,431
+27
+0.4% +$3.38K 0.05% 310
2025
Q1 		$841K Sell
6,404
-1
-0% -$129 0.07% 234
2024
Q4 		$877K Buy
6,405
+4
+0.1% +$550 0.05% 280
2024
Q3 		$862K Hold
6,401
– – 0.05% 294
2024
Q2 		$787K Hold
6,401
– – 0.23% 61
2024
Q1 		$827K Sell
6,401
-16
-0.2% -$1.99K 0.07% 253
2023
Q4 		$763K Buy
6,417
+7
+0.1% +$789 0.06% 270
2023
Q3 		$716K Buy
6,410
+5
+0.1% +$577 0.07% 238
2023
Q2 		$761K Hold
6,405
– – 0.06% 262
2023
Q1 		$778K Buy
6,405
+28
+0.4% +$3.69K 0.08% 208
2022
Q4 		$876K Buy
6,377
+115
+2% +$15.8K 0.08% 229
2022
Q3 		$770K Buy
+6,262
New +$822K 0.07% 234

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

NWAM LLC's AFG Position: Q3 2025 in Review

NWAM LLC sold out of American Financial Group (AFG) in Q3 2025, closing a stake of 6,431 shares — an estimated $803K sold.

NWAM LLC first reported a position in AFG in Q3 2022 and held it in 12 quarters. The position peaked at $877K in Q4 2024. 488 funds tracked by Wall St. Rank hold AFG as of Q3 2025.

  • NWAM LLC reported no remaining American Financial Group position as of Q3 2025 after selling out during the quarter.
  • NWAM LLC sold 6,431 American Financial Group shares in Q3 2025, an estimated $803K.
  • NWAM LLC first reported a position in American Financial Group in Q3 2022 and held it in 12 quarters.
  • NWAM LLC's American Financial Group position peaked at $877K in Q4 2024.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q3 2025.

Based on NWAM LLC's 13F filing for Q3 2025, filed 28 Oct 2025.