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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
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

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

True Wealth Design's AFG Position: Q2 2026 in Review

True Wealth Design increased its American Financial Group (AFG) stake by 400% in Q2 2026, buying an estimated $16.4K and bringing the position to 155 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #780.

True Wealth Design first reported a position in AFG in Q3 2024 and has held it in 7 quarters since. 515 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • True Wealth Design held 155 shares of American Financial Group worth $21.7K as of Q2 2026.
  • True Wealth Design bought 124 American Financial Group shares in Q2 2026, an estimated $16.4K.
  • American Financial Group made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #780 holding.
  • True Wealth Design first reported a position in American Financial Group in Q3 2024 and has held it in 7 quarters since.
  • 515 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.