WCM
AFG icon

WealthTrak Capital Management’s American Financial Group AFG Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-14
Closed -$1.77K – 100
2025
Q2 		$1.77K Sell
14
-4
-22% -$500 ﹤0.01% 457
2025
Q1 		$2.37K Sell
18
-36
-67% -$4.65K ﹤0.01% 349
2024
Q4 		$7.39K Buy
+54
New +$7.43K 0.01% 178

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthTrak Capital Management's AFG Position: Q3 2025 in Review

WealthTrak Capital Management sold out of American Financial Group (AFG) in Q3 2025, closing a stake of 14 shares — an estimated $1.77K sold.

WealthTrak Capital Management first reported a position in AFG in Q4 2024 and held it in 3 quarters. The position peaked at $7.39K in Q4 2024. 488 funds tracked by Wall St. Rank hold AFG as of Q3 2025.

  • WealthTrak Capital Management reported no remaining American Financial Group position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 14 American Financial Group shares in Q3 2025, an estimated $1.77K.
  • WealthTrak Capital Management first reported a position in American Financial Group in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's American Financial Group position peaked at $7.39K in Q4 2024.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.