Wealth Enhancement Advisory Services
AFG icon

Wealth Enhancement Advisory Services’s American Financial Group AFG Stock Holding History

Wealth Enhancement Advisory Services’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 		$16.9M Buy
123,688
+32,987
+36% +$4.7M 0.03% 532
2026
Q2 		$12.5M Buy
90,701
+82,791
+1,047% +$11M 0.02% 585
2026
Q1 		$1.03M Sell
7,910
-1,422
-15% -$185K ﹤0.01% 1779
2025
Q4 		$1.24M Buy
9,332
+1,927
+26% +$264K ﹤0.01% 1808
2025
Q3 		$1.09M Buy
7,405
+115
+2% +$15.3K ﹤0.01% 1802
2025
Q2 		$929K Sell
7,290
-1,099
-13% -$138K ﹤0.01% 1798
2025
Q1 		$1.1M Buy
8,389
+2,006
+31% +$259K ﹤0.01% 1553
2024
Q4 		$874K Buy
6,383
+309
+5% +$42.5K ﹤0.01% 1622
2024
Q3 		$818K Buy
6,074
+868
+17% +$112K ﹤0.01% 1509
2024
Q2 		$640K Sell
5,206
-218
-4% -$28.1K ﹤0.01% 1489
2024
Q1 		$740K Sell
5,424
-47
-0.9% -$5.85K ﹤0.01% 1368
2023
Q4 		$650K Buy
5,471
+82
+2% +$9.24K ﹤0.01% 1356
2023
Q3 		$602K Buy
+5,389
New +$622K ﹤0.01% 1333
2023
Q1 		– Sell
-6,868
Closed -$967K – 520
2022
Q4 		$967K Buy
+6,868
New +$941K 0.01% 228
2016
Q3 		– Sell
-26,011
Closed -$1.92M – 134
2016
Q2 		$1.92M Buy
26,011
+3,092
+13% +$219K 0.35% 45
2016
Q1 		$1.63M Buy
22,919
+3,404
+17% +$233K 0.33% 46
2015
Q4 		$1.41M Buy
19,515
+404
+2% +$29.1K 0.36% 49
2015
Q3 		$1.36M Buy
19,111
+2,636
+16% +$182K 0.41% 44
2015
Q2 		$1.07M Sell
16,475
-289
-2% -$18.6K 0.33% 48
2015
Q1 		$1.08M Buy
+16,764
New +$1.04M 0.41% 43

Other funds holding AFG

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 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
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services's AFG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its American Financial Group (AFG) stake by 36% in Q3 2026, buying an estimated $4.7M and bringing the position to 123,688 shares worth $16.9M. The position accounts for 0.03% of the portfolio, ranked #532.

Wealth Enhancement Advisory Services first reported a position in AFG in Q1 2015 and has held it in 20 quarters since. 106 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 123,688 shares of American Financial Group worth $16.9M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 32,987 American Financial Group shares in Q3 2026, an estimated $4.7M.
  • American Financial Group made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #532 holding.
  • Wealth Enhancement Advisory Services first reported a position in American Financial Group in Q1 2015 and has held it in 20 quarters since.
  • 106 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.