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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's AFG Position: Q1 2026 in Review

Summit Trail Advisors increased its American Financial Group (AFG) stake by 44% in Q1 2026, buying an estimated $443K and bringing the position to 11,172 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #750.

Summit Trail Advisors first reported a position in AFG in Q4 2017 and has held it in 5 quarters since. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Summit Trail Advisors held 11,172 shares of American Financial Group worth $1.43M as of Q1 2026.
  • Summit Trail Advisors bought 3,411 American Financial Group shares in Q1 2026, an estimated $443K.
  • American Financial Group made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #750 holding.
  • Summit Trail Advisors first reported a position in American Financial Group in Q4 2017 and has held it in 5 quarters since.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.