AlphaCore Capital
AFG icon

AlphaCore Capital’s American Financial Group AFG Stock Holding History

AlphaCore Capital’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 		$519K Buy
3,794
+1,745
+85% +$249K 0.01% 803
2026
Q2 		$287K Buy
+2,049
New +$272K 0.01% 940
2026
Q1 		– Sell
-1,479
Closed -$202K – 1208
2025
Q4 		$202K Buy
+1,479
New +$203K ﹤0.01% 991

Other funds holding AFG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AlphaCore Capital's AFG Position: Q3 2026 in Review

AlphaCore Capital increased its American Financial Group (AFG) stake by 85% in Q3 2026, buying an estimated $249K and bringing the position to 3,794 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #803.

AlphaCore Capital first reported a position in AFG in Q4 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • AlphaCore Capital held 3,794 shares of American Financial Group worth $519K as of Q3 2026.
  • AlphaCore Capital bought 1,745 American Financial Group shares in Q3 2026, an estimated $249K.
  • American Financial Group made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #803 holding.
  • AlphaCore Capital first reported a position in American Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 249 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.