SWGC
AFG icon

Summit Wealth Group (Colorado)’s American Financial Group AFG Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-53,079
Closed -$13.2M – 285
2025
Q3 		$13.2M Buy
+53,079
New +$7.04M 1.4% 13

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AFG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of American Financial Group (AFG) in Q4 2025, closing a stake of 53,079 shares — an estimated $13.2M sold.

Summit Wealth Group (Colorado) first reported a position in AFG in Q3 2025 and held it in 1 quarter. The position peaked at $13.2M in Q3 2025. 514 funds tracked by Wall St. Rank hold AFG as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining American Financial Group position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 53,079 American Financial Group shares in Q4 2025, an estimated $13.2M.
  • Summit Wealth Group (Colorado) first reported a position in American Financial Group in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s American Financial Group position peaked at $13.2M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held American Financial Group as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.