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

Private Wealth Management 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
2026 Q3	$2.87K	Hold	21	–	–	﹤0.01%	1063
2026 Q2	$2.94K	Hold	21	–	–	﹤0.01%	1032
2026 Q1	$2.68K	Hold	21	–	–	﹤0.01%	982
2025 Q4	$2.87K	Hold	21	–	–	﹤0.01%	961
2025 Q3	$3.06K	Hold	21	–	–	﹤0.01%	970
2025 Q2	$2.65K	Buy	+21	New	+$2.63K	﹤0.01%	988

Other funds holding AFG

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Private Wealth Management Group's AFG Position: Q3 2026 in Review

Private Wealth Management Group held its American Financial Group (AFG) position steady in Q3 2026 at 21 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Private Wealth Management Group first reported a position in AFG in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.06K in Q3 2025. 106 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

Private Wealth Management Group held 21 shares of American Financial Group worth $2.87K as of Q3 2026.
Private Wealth Management Group left its American Financial Group share count unchanged in Q3 2026.
American Financial Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1063 holding.
Private Wealth Management Group first reported a position in American Financial Group in Q2 2025 and has held it in 6 quarters since.
Private Wealth Management Group's American Financial Group position peaked at $3.06K in Q3 2025.
106 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.