EWP
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Elevation Wealth Partners’s American Financial Group AFG Stock Holding History

Elevation Wealth Partners’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 		$23K Buy
168
+141
+522% +$20.1K 0.01% 635
2026
Q2 		$3.78K Buy
27
+9
+50% +$1.19K ﹤0.01% 1083
2026
Q1 		$2.3K Buy
+18
New +$2.34K ﹤0.01% 881

Other funds holding AFG

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's AFG Position: Q3 2026 in Review

Elevation Wealth Partners increased its American Financial Group (AFG) stake by 522% in Q3 2026, buying an estimated $20.1K and bringing the position to 168 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #635.

Elevation Wealth Partners first reported a position in AFG in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • Elevation Wealth Partners held 168 shares of American Financial Group worth $23K as of Q3 2026.
  • Elevation Wealth Partners bought 141 American Financial Group shares in Q3 2026, an estimated $20.1K.
  • American Financial Group made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #635 holding.
  • Elevation Wealth Partners first reported a position in American Financial Group in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.