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Twin Peaks Wealth Advisors’s American Financial Group AFG Stock Holding History

Twin Peaks Wealth 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 		– Sell
-13
Closed -$1.66K – 275
2026
Q1 		$1.66K Buy
+13
New +$1.69K ﹤0.01% 1766
2025
Q3 		– Sell
-12
Closed -$1.57K – 209
2025
Q2 		$1.57K Buy
+12
New +$1.5K ﹤0.01% 1688

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

Twin Peaks Wealth Advisors's AFG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of American Financial Group (AFG) in Q2 2026, closing a stake of 13 shares — an estimated $1.66K sold.

Twin Peaks Wealth Advisors first reported a position in AFG in Q2 2025 and held it in 2 quarters. The position peaked at $1.66K in Q1 2026. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining American Financial Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 13 American Financial Group shares in Q2 2026, an estimated $1.66K.
  • Twin Peaks Wealth Advisors first reported a position in American Financial Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's American Financial Group position peaked at $1.66K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.