True Wealth Design’s American Financial Group AFG Stock Holding History

True Wealth Design’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	$31.9K	Buy	233 +78	+50%	+$11.1K	0.01%	680
2026 Q2	$21.7K	Buy	155 +124	+400%	+$16.4K	0.01%	780
2026 Q1	$3.96K	Buy	31 +21	+210%	+$2.73K	﹤0.01%	1293
2025 Q4	$1.31K	Buy	10 +1	+11%	+$137	﹤0.01%	1606
2025 Q3	$1.25K	Buy	9 +3	+50%	+$398	﹤0.01%	1677
2025 Q2	$758	Buy	6 +1	+20%	+$125	﹤0.01%	1579
2025 Q1	$657	Buy	+5	New	+$645	﹤0.01%	1446
2024 Q4	–	Sell	-107	Closed	-$14.4K	–	1352
2024 Q3	$14.4K	Buy	+107	New	+$13.9K	0.01%	373

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

VFM

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

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

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

True Wealth Design's AFG Position: Q3 2026 in Review

True Wealth Design increased its American Financial Group (AFG) stake by 50% in Q3 2026, buying an estimated $11.1K and bringing the position to 233 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #680.

True Wealth Design first reported a position in AFG in Q3 2024 and has held it in 8 quarters since. 62 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

True Wealth Design held 233 shares of American Financial Group worth $31.9K as of Q3 2026.
True Wealth Design bought 78 American Financial Group shares in Q3 2026, an estimated $11.1K.
American Financial Group made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #680 holding.
True Wealth Design first reported a position in American Financial Group in Q3 2024 and has held it in 8 quarters since.
62 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.