Wealth Dimensions Group’s American Financial Group AFG Stock Holding History

Wealth Dimensions 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 Q2	–	Sell	-1,641	Closed	-$210K	–	181
2026 Q1	$210K	Sell	1,641 -408	-20%	-$53K	0.04%	165
2025 Q4	$280K	Sell	2,049 -183	-8%	-$25.1K	0.06%	136
2025 Q3	$325K	Hold	2,232	–	–	0.07%	129
2025 Q2	$282K	Hold	2,232	–	–	0.06%	135
2025 Q1	$293K	Hold	2,232	–	–	0.07%	129
2024 Q4	$306K	Hold	2,232	–	–	0.07%	119
2024 Q3	$300K	Hold	2,232	–	–	0.08%	116
2024 Q2	$275K	Hold	2,232	–	–	0.08%	115
2024 Q1	$305K	Hold	2,232	–	–	0.09%	111
2023 Q4	$265K	Hold	2,232	–	–	0.08%	115
2023 Q3	$249K	Hold	2,232	–	–	0.09%	114
2023 Q2	$265K	Hold	2,232	–	–	0.1%	114
2023 Q1	$271K	Hold	2,232	–	–	0.1%	107
2022 Q4	$306K	Hold	2,232	–	–	0.13%	103
2022 Q3	$274K	Hold	2,232	–	–	0.14%	99
2022 Q2	$310K	Hold	2,232	–	–	0.15%	93
2022 Q1	$325K	Sell	2,232 -190	-8%	-$25.9K	0.15%	100
2021 Q4	$333K	Hold	2,422	–	–	0.16%	96
2021 Q3	$305K	Hold	2,422	–	–	0.2%	100
2021 Q2	$302K	Hold	2,422	–	–	0.2%	91
2021 Q1	$276K	Hold	2,422	–	–	0.21%	90
2020 Q4	$212K	Buy	+2,422	New	+$199K	0.18%	102

Other funds holding AFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Dimensions Group's AFG Position: Q2 2026 in Review

Wealth Dimensions Group sold out of American Financial Group (AFG) in Q2 2026, closing a stake of 1,641 shares — an estimated $210K sold.

Wealth Dimensions Group first reported a position in AFG in Q4 2020 and held it in 22 quarters. The position peaked at $333K in Q4 2021. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Wealth Dimensions Group reported no remaining American Financial Group position as of Q2 2026 after selling out during the quarter.
Wealth Dimensions Group sold 1,641 American Financial Group shares in Q2 2026, an estimated $210K.
Wealth Dimensions Group first reported a position in American Financial Group in Q4 2020 and held it in 22 quarters.
Wealth Dimensions Group's American Financial Group position peaked at $333K in Q4 2021.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.