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Summit Trail Advisors’s American Financial Group AFG Stock Holding History

Summit Trail Advisors’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 		$1.79M Buy
12,804
+1,632
+15% +$216K 0.02% 677
2026
Q1 		$1.43M Buy
11,172
+3,411
+44% +$443K 0.02% 750
2025
Q4 		$1.06M Buy
7,761
+2,235
+40% +$307K 0.02% 787
2025
Q3 		$805K Buy
5,526
+3,273
+145% +$434K 0.01% 935
2025
Q2 		$284K Buy
+2,253
New +$282K ﹤0.01% 943
2018
Q1 		– Sell
-16
Closed -$2K – 441
2017
Q4 		$2K Buy
+16
New +$1.68K ﹤0.01% 1603

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

Summit Trail Advisors's AFG Position: Q2 2026 in Review

Summit Trail Advisors increased its American Financial Group (AFG) stake by 15% in Q2 2026, buying an estimated $216K and bringing the position to 12,804 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #677.

Summit Trail Advisors first reported a position in AFG in Q4 2017 and has held it in 6 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Summit Trail Advisors held 12,804 shares of American Financial Group worth $1.79M as of Q2 2026.
  • Summit Trail Advisors bought 1,632 American Financial Group shares in Q2 2026, an estimated $216K.
  • American Financial Group made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #677 holding.
  • Summit Trail Advisors first reported a position in American Financial Group in Q4 2017 and has held it in 6 quarters since.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.