Retirement Wealth Solutions
AFG icon

Retirement Wealth Solutions’s American Financial Group AFG Stock Holding History

Retirement Wealth Solutions’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 		$1.5K Hold
11
– – ﹤0.01% 657
2026
Q2 		$1.54K Hold
11
– – ﹤0.01% 568
2026
Q1 		$1.4K Sell
11
-21
-66% -$2.73K ﹤0.01% 575
2025
Q4 		$4.37K Buy
32
+2
+7% +$274 ﹤0.01% 332
2025
Q3 		$4.37K Buy
+30
New +$3.98K ﹤0.01% 330

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Retirement Wealth Solutions's AFG Position: Q3 2026 in Review

Retirement Wealth Solutions held its American Financial Group (AFG) position steady in Q3 2026 at 11 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Retirement Wealth Solutions first reported a position in AFG in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.37K in Q4 2025. 81 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • Retirement Wealth Solutions held 11 shares of American Financial Group worth $1.5K as of Q3 2026.
  • Retirement Wealth Solutions left its American Financial Group share count unchanged in Q3 2026.
  • American Financial Group made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #657 holding.
  • Retirement Wealth Solutions first reported a position in American Financial Group in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's American Financial Group position peaked at $4.37K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.