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

Parkworth 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
2025
Q2 		$631 Buy
5
+2
+67% +$250 ﹤0.01% 561
2025
Q1 		$394 Hold
3
– – ﹤0.01% 493
2024
Q4 		$411 Buy
+3
New +$413 ﹤0.01% 495

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parkworth Wealth Management's AFG Position: Q2 2025 in Review

Parkworth Wealth Management increased its American Financial Group (AFG) stake by 67% in Q2 2025, buying an estimated $250 and bringing the position to 5 shares worth $631. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Parkworth Wealth Management first reported a position in AFG in Q4 2024 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold AFG as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of American Financial Group worth $631 as of Q2 2025.
  • Parkworth Wealth Management bought 2 American Financial Group shares in Q2 2025, an estimated $250.
  • American Financial Group made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #561 holding.
  • Parkworth Wealth Management first reported a position in American Financial Group in Q4 2024 and has held it in 3 quarters since.
  • 459 funds tracked by Wall St. Rank held American Financial Group as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.