Trifecta Capital Advisors’s American Financial Group AFG Stock Holding History

Trifecta Capital 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	$179K	Hold	1,400	–	–	0.03%	108
2025 Q4	$191K	Hold	1,400	–	–	0.03%	107
2025 Q3	$204K	Hold	1,400	–	–	0.03%	105
2025 Q2	$177K	Hold	1,400	–	–	0.03%	107
2025 Q1	$184K	Hold	1,400	–	–	0.04%	80
2024 Q4	$192K	Hold	1,400	–	–	0.04%	84
2024 Q3	$188K	Hold	1,400	–	–	0.04%	81
2024 Q2	$172K	Hold	1,400	–	–	0.04%	82
2024 Q1	$191K	Hold	1,400	–	–	0.05%	81
2023 Q4	$166K	Hold	1,400	–	–	0.05%	86
2023 Q3	$156K	Hold	1,400	–	–	0.05%	87
2023 Q2	$166K	Hold	1,400	–	–	0.05%	89
2023 Q1	$170K	Buy	+1,400	New	+$185K	0.06%	91

Other funds holding AFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Trifecta Capital Advisors's AFG Position: Q1 2026 in Review

Trifecta Capital Advisors held its American Financial Group (AFG) position steady in Q1 2026 at 1,400 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #108.

Trifecta Capital Advisors first reported a position in AFG in Q1 2023 and has held it in 13 quarters since. The position peaked at $204K in Q3 2025. 489 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

Trifecta Capital Advisors held 1,400 shares of American Financial Group worth $179K as of Q1 2026.
Trifecta Capital Advisors left its American Financial Group share count unchanged in Q1 2026.
American Financial Group made up 0.03% of Trifecta Capital Advisors's portfolio in Q1 2026, its #108 holding.
Trifecta Capital Advisors first reported a position in American Financial Group in Q1 2023 and has held it in 13 quarters since.
Trifecta Capital Advisors's American Financial Group position peaked at $204K in Q3 2025.
489 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.