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Pinnacle Wealth Planning Services’s American Financial Group AFG Stock Holding History

Pinnacle Wealth Planning Services’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 		$11.1K Buy
79
+2
+3% +$265 ﹤0.01% 2028
2026
Q1 		$9.83K Buy
77
+11
+17% +$1.43K ﹤0.01% 2006
2025
Q4 		$9.02K Buy
+66
New +$9.06K ﹤0.01% 2051
2021
Q1 		– Sell
-91
Closed -$8K – 377
2020
Q4 		$8K Buy
+91
New +$7.46K ﹤0.01% 1451

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

Pinnacle Wealth Planning Services's AFG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its American Financial Group (AFG) stake by 2.6% in Q2 2026, buying an estimated $265 and bringing the position to 79 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Pinnacle Wealth Planning Services first reported a position in AFG in Q4 2020 and has held it in 4 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 79 shares of American Financial Group worth $11.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2 American Financial Group shares in Q2 2026, an estimated $265.
  • American Financial Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2028 holding.
  • Pinnacle Wealth Planning Services first reported a position in American Financial Group in Q4 2020 and has held it in 4 quarters since.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.