PWA
AFG icon

Physician Wealth Advisors’s American Financial Group AFG Stock Holding History

Physician Wealth Advisors’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 		$4.9K Sell
35
-8
-19% -$1.06K ﹤0.01% 1106
2026
Q1 		$5.49K Buy
43
+12
+39% +$1.56K ﹤0.01% 977
2025
Q4 		$4.24K Sell
31
-1
-3% -$137 ﹤0.01% 1026
2025
Q3 		$4.66K Buy
32
+5
+19% +$663 ﹤0.01% 943
2025
Q2 		$3.41K Buy
+27
New +$3.38K ﹤0.01% 894

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Physician Wealth Advisors's AFG Position: Q2 2026 in Review

Physician Wealth Advisors reduced its American Financial Group (AFG) stake by 19% in Q2 2026, selling an estimated $1.06K and leaving 35 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Physician Wealth Advisors first reported a position in AFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.49K in Q1 2026. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Physician Wealth Advisors held 35 shares of American Financial Group worth $4.9K as of Q2 2026.
  • Physician Wealth Advisors sold 8 American Financial Group shares in Q2 2026, an estimated $1.06K.
  • American Financial Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1106 holding.
  • Physician Wealth Advisors first reported a position in American Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's American Financial Group position peaked at $5.49K in Q1 2026.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.