American Financial shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of American Financial (AFG) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in American Financial
Tip: Access up to 7 years of quarterly data
All positions including American Financial held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Financial by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 10k | 145.72 |
| 2025-06-30 | $1.2M | 9.6k | 126.20 |
| 2025-03-31 | $1.2M | 9.5k | 128.46 |
| 2024-12-31 | $1.2M | 8.9k | 133.79 |
| 2024-09-30 | $1.0M | 7.6k | 134.59 |
| 2024-06-30 | $867k | 7.0k | 123.02 |
| 2024-03-31 | $836k | 6.1k | 136.49 |
| 2023-12-31 | $619k | 5.2k | 118.88 |
| 2023-09-30 | $482k | 4.3k | 111.67 |
| 2023-06-30 | $418k | 3.5k | 118.75 |
| 2023-03-31 | $251k | 2.1k | 121.50 |
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