Impact Partnership Wealth
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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
Q3 		$1.01M Buy
+7,381
New +$1.05M 0.09% 152
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Impact Partnership Wealth's AFG Position: Q3 2026 in Review

Impact Partnership Wealth opened a new position in American Financial Group (AFG) in Q3 2026: 7,381 shares worth $1.01M. The stake represents 0.09% of the portfolio and ranks #152 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in AFG as recently as Q1 2026.

Impact Partnership Wealth first reported a position in AFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q1 2026. 301 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • Impact Partnership Wealth held 7,381 shares of American Financial Group worth $1.01M as of Q3 2026.
  • American Financial Group was a new Impact Partnership Wealth position in Q3 2026.
  • American Financial Group made up 0.09% of Impact Partnership Wealth's portfolio in Q3 2026, its #152 holding.
  • Impact Partnership Wealth first reported a position in American Financial Group in Q3 2023 and has held it in 12 quarters since.
  • Impact Partnership Wealth's American Financial Group position peaked at $1.06M in Q1 2026.
  • 301 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.