ABWM
AFG icon

Alpine Bank Wealth Management’s American Financial Group AFG Stock Holding History

Alpine Bank Wealth 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
2026
Q2 		$25.9K Buy
+185
New +$24.5K ﹤0.01% 312
2025
Q4 		– Sell
-207
Closed -$30.2K – 153
2025
Q3 		$30.2K Buy
+207
New +$27.5K ﹤0.01% 271

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Alpine Bank Wealth Management's AFG Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in American Financial Group (AFG) in Q2 2026: 185 shares worth $25.9K. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in AFG as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in AFG in Q3 2025 and has held it in 2 quarters since. The position peaked at $30.2K in Q3 2025. 264 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Alpine Bank Wealth Management held 185 shares of American Financial Group worth $25.9K as of Q2 2026.
  • American Financial Group was a new Alpine Bank Wealth Management position in Q2 2026.
  • American Financial Group made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #312 holding.
  • Alpine Bank Wealth Management first reported a position in American Financial Group in Q3 2025 and has held it in 2 quarters since.
  • Alpine Bank Wealth Management's American Financial Group position peaked at $30.2K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.