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Perbak Capital Partners’s American Financial Group AFG Stock Holding History

Perbak Capital 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
Q2 		– Sell
-3,097
Closed -$396K – 12
2026
Q1 		$396K Sell
3,097
-20
-0.6% -$2.6K 0.1% 228
2025
Q4 		$426K Sell
3,117
-6,459
-67% -$886K 0.13% 80
2025
Q3 		$1.4M Buy
9,576
+2,978
+45% +$395K 0.25% 41
2025
Q2 		$833K Buy
+6,598
New +$826K 0.19% 85

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

Perbak Capital Partners's AFG Position: Q2 2026 in Review

Perbak Capital Partners sold out of American Financial Group (AFG) in Q2 2026, closing a stake of 3,097 shares — an estimated $396K sold.

Perbak Capital Partners first reported a position in AFG in Q2 2025 and held it in 4 quarters. The position peaked at $1.4M in Q3 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Perbak Capital Partners reported no remaining American Financial Group position as of Q2 2026 after selling out during the quarter.
  • Perbak Capital Partners sold 3,097 American Financial Group shares in Q2 2026, an estimated $396K.
  • Perbak Capital Partners first reported a position in American Financial Group in Q2 2025 and held it in 4 quarters.
  • Perbak Capital Partners's American Financial Group position peaked at $1.4M in Q3 2025.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Perbak Capital Partners's 13F filing for Q2 2026.