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
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 		$1.35M 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 		$1.07M Buy
+16,764
New +$1.04M 0.41% 43

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

Wealth Enhancement Advisory Services's AFG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its American Financial Group (AFG) stake by 1,047% in Q2 2026, buying an estimated $11M and bringing the position to 90,701 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #585.

Wealth Enhancement Advisory Services first reported a position in AFG in Q1 2015 and has held it in 19 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 90,701 shares of American Financial Group worth $12.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 82,791 American Financial Group shares in Q2 2026, an estimated $11M.
  • American Financial Group made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #585 holding.
  • Wealth Enhancement Advisory Services first reported a position in American Financial Group in Q1 2015 and has held it in 19 quarters since.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.