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SummitTX Capital’s American Financial Group AFG Stock Holding History

SummitTX Capital’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 		$209K Sell
1,494
-686
-31% -$91K 0.01% 714
2026
Q1 		$278K Buy
+2,180
New +$283K 0.01% 654
2025
Q4 		– Sell
-3,916
Closed -$571K – 680
2025
Q3 		$571K Buy
+3,916
New +$519K 0.02% 500
2025
Q2 		– Sell
-5,296
Closed -$696K – 727
2025
Q1 		$696K Buy
+5,296
New +$684K 0.03% 476

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

SummitTX Capital's AFG Position: Q2 2026 in Review

SummitTX Capital reduced its American Financial Group (AFG) stake by 31% in Q2 2026, selling an estimated $91K and leaving 1,494 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #714.

SummitTX Capital first reported a position in AFG in Q1 2025 and has held it in 4 quarters since. The position peaked at $696K in Q1 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • SummitTX Capital held 1,494 shares of American Financial Group worth $209K as of Q2 2026.
  • SummitTX Capital sold 686 American Financial Group shares in Q2 2026, an estimated $91K.
  • American Financial Group made up 0.01% of SummitTX Capital's portfolio in Q2 2026, its #714 holding.
  • SummitTX Capital first reported a position in American Financial Group in Q1 2025 and has held it in 4 quarters since.
  • SummitTX Capital's American Financial Group position peaked at $696K in Q1 2025.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.