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 Q2	$196K	Hold	1,400	–	–	0.03%	112
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Trifecta Capital Advisors's AFG Position: Q2 2026 in Review

Trifecta Capital Advisors held its American Financial Group (AFG) position steady in Q2 2026 at 1,400 shares worth $196K. The position accounts for 0.03% of the portfolio, ranked #112.

Trifecta Capital Advisors first reported a position in AFG in Q1 2023 and has held it in 14 quarters since. The position peaked at $204K in Q3 2025. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Trifecta Capital Advisors held 1,400 shares of American Financial Group worth $196K as of Q2 2026.
Trifecta Capital Advisors left its American Financial Group share count unchanged in Q2 2026.
American Financial Group made up 0.03% of Trifecta Capital Advisors's portfolio in Q2 2026, its #112 holding.
Trifecta Capital Advisors first reported a position in American Financial Group in Q1 2023 and has held it in 14 quarters since.
Trifecta Capital Advisors's American Financial Group position peaked at $204K in Q3 2025.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.