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Essential Partners’s American Financial Group AFG Stock Holding History

Essential 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 		$66.3K Buy
485
+58
+14% +$8.26K 0.03% 541
2026
Q2 		$59.8K Sell
427
-1,731
-80% -$230K 0.03% 565
2026
Q1 		$276K Sell
2,158
-864
-29% -$112K 0.09% 234
2025
Q4 		$413K Buy
3,022
+9
+0.3% +$1.24K 0.13% 211
2025
Q3 		$439K Hold
3,013
– – 0.14% 192
2025
Q2 		$380K Buy
+3,013
New +$377K 0.15% 197

Other funds holding AFG

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Essential Partners's AFG Position: Q3 2026 in Review

Essential Partners increased its American Financial Group (AFG) stake by 14% in Q3 2026, buying an estimated $8.26K and bringing the position to 485 shares worth $66.3K. The position accounts for 0.03% of the portfolio, ranked #541.

Essential Partners first reported a position in AFG in Q2 2025 and has held it in 6 quarters since. The position peaked at $439K in Q3 2025. 63 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • Essential Partners held 485 shares of American Financial Group worth $66.3K as of Q3 2026.
  • Essential Partners bought 58 American Financial Group shares in Q3 2026, an estimated $8.26K.
  • American Financial Group made up 0.03% of Essential Partners's portfolio in Q3 2026, its #541 holding.
  • Essential Partners first reported a position in American Financial Group in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's American Financial Group position peaked at $439K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.