Nordwand Advisors, LLC AFG — AMERICAN FINL GROUP INC OHIO

Ownership history in Nordwand Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Nordwand Advisors, LLC reported AMERICAN FINL GROUP INC OHIO (AFG) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.52% in 2026 Q1. The latest visible filing shows AFG at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nordwand Advisors, LLC's position in AMERICAN FINL GROUP INC OHIO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AFG was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AFG stock page Nordwand Advisors, LLC fund profile Nordwand Advisors, LLC full holdings
How Nordwand Advisors, LLC held AFG — position size vs. price
% of Fund (quarterly)    AFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 23,475 +9,600 +69.2% 0.52% $3.0M 2026-05-07 $131.70
2025 Q4 ADDED — — — 13,875 +65 +0.5% 0.33% $1.9M 2026-02-03 $127.87
2025 Q3 ADDED — — — 13,810 +300 +2.2% 0.32% $2.0M 2025-10-29 $124.81
2025 Q2 INITIATED — — — 13,510 — — 0.27% $1.7M 2025-08-11 $122.65

🏢 Other funds also holding AFG

As of 2026 Q1 — sorted by position size

AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN 3Y 7Y 100.0% Stenham Asset Management (UK) Plc 5.28% Wealthquest Corp 3Y 7Y 3.54% Sovereign's Capital Management, LLC 2.77% EULAV Asset Management 3Y 7Y 1.49% VIKING FUND MANAGEMENT LLC 3Y 7Y 1.32% Values First Advisors, Inc. 3Y 0.91% Taylor Frigon Capital Management LLC 3Y 7Y 0.84% Slagle Financial, LLC 0.65% Archvest Wealth Advisors, Inc. 3Y 0.6%

FAQ About Nordwand Advisors, LLC and AFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nordwand Advisors, LLC reported owning AFG?

Nordwand Advisors, LLC reported AFG across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported AFG position in Nordwand Advisors, LLC's portfolio?

The largest reported portfolio weight for AFG was 0.52% in 2026 Q1.

What is the latest reported AFG position on this page?

The most recent filing on this page is 2026 Q1, when Nordwand Advisors, LLC reported 23,475 shares, equal to 0.52% of portfolio, with an estimated market value of $3.0M.

What does the chart on this AFG ownership page compare?

The chart compares Nordwand Advisors, LLC's quarterly AFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Nordwand Advisors, LLC time their AFG position?

Based on 13F filing dates vs. subsequent AFG price moves, Nordwand Advisors, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on AFG relative to SPY over the holding period was -10.0%.

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