IPW
AFG icon

Impact Partnership Wealth’s American Financial Group AFG Stock Holding History

Impact Partnership Wealth’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 		– Sell
-8,272
Closed -$1.06M – 441
2026
Q1 		$1.06M Buy
8,272
+2,010
+32% +$261K 0.13% 113
2025
Q4 		$856K Buy
6,262
+1,139
+22% +$156K 0.11% 127
2025
Q3 		$747K Sell
5,123
-511
-9% -$67.8K 0.11% 121
2025
Q2 		$711K Buy
5,634
+1,027
+22% +$128K 0.13% 85
2025
Q1 		$605K Sell
4,607
-710
-13% -$91.7K 0.13% 87
2024
Q4 		$728K Buy
5,317
+2,426
+84% +$334K 0.15% 85
2024
Q3 		$389K Sell
2,891
-1,706
-37% -$221K 0.09% 139
2024
Q2 		$565K Buy
4,597
+2,101
+84% +$270K 0.15% 91
2024
Q1 		$341K Buy
2,496
+2,443
+4,609% +$304K 0.14% 113
2023
Q4 		$6.32K Sell
53
-2,347
-98% -$264K ﹤0.01% 557
2023
Q3 		$268K Buy
+2,400
New +$277K 0.08% 141

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Impact Partnership Wealth's AFG Position: Q2 2026 in Review

Impact Partnership Wealth sold out of American Financial Group (AFG) in Q2 2026, closing a stake of 8,272 shares — an estimated $1.06M sold.

Impact Partnership Wealth first reported a position in AFG in Q3 2023 and held it in 11 quarters. The position peaked at $1.06M in Q1 2026. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Impact Partnership Wealth reported no remaining American Financial Group position as of Q2 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 8,272 American Financial Group shares in Q2 2026, an estimated $1.06M.
  • Impact Partnership Wealth first reported a position in American Financial Group in Q3 2023 and held it in 11 quarters.
  • Impact Partnership Wealth's American Financial Group position peaked at $1.06M in Q1 2026.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.