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WBI Investments’s American Financial Group AFG Stock Holding History

WBI Investments’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
2025
Q4 		– Sell
-4,603
Closed -$671K – 309
2025
Q3 		$671K Buy
+4,603
New +$611K 0.17% 153
2025
Q2 		– Sell
-2,298
Closed -$302K – 271
2025
Q1 		$302K Buy
+2,298
New +$297K 0.08% 181
2021
Q2 		– Sell
-17,418
Closed -$1.99M – 178
2021
Q1 		$1.99M Buy
+17,418
New +$1.8M 0.31% 66
2018
Q4 		– Sell
-79,109
Closed -$8.78M – 89
2018
Q3 		$8.78M Buy
79,109
+24,288
+44% +$2.7M 0.48% 42
2018
Q2 		$5.88M Sell
54,821
-102,539
-65% -$11.4M 0.31% 62
2018
Q1 		$17.7M Buy
+157,360
New +$17.6M 0.91% 33
2017
Q3 		– Sell
-29,770
Closed -$2.96M – 279
2017
Q2 		$2.96M Buy
+29,770
New +$2.91M 0.13% 123
2016
Q4 		– Sell
-31,638
Closed -$2.37M – 285
2016
Q3 		$2.37M Buy
+31,638
New +$2.33M 0.09% 148
2016
Q1 		– Sell
-148,208
Closed -$10.7M – 126
2015
Q4 		$10.7M Buy
+148,208
New +$10.7M 0.31% 66

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WBI Investments's AFG Position: Q4 2025 in Review

WBI Investments sold out of American Financial Group (AFG) in Q4 2025, closing a stake of 4,603 shares — an estimated $671K sold.

WBI Investments first reported a position in AFG in Q4 2015 and held it in 9 quarters. The position peaked at $17.7M in Q1 2018. 513 funds tracked by Wall St. Rank hold AFG as of Q4 2025.

  • WBI Investments reported no remaining American Financial Group position as of Q4 2025 after selling out during the quarter.
  • WBI Investments sold 4,603 American Financial Group shares in Q4 2025, an estimated $671K.
  • WBI Investments first reported a position in American Financial Group in Q4 2015 and held it in 9 quarters.
  • WBI Investments's American Financial Group position peaked at $17.7M in Q1 2018.
  • 513 funds tracked by Wall St. Rank held American Financial Group as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.