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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's AFG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in American Financial Group (AFG) in Q1 2026: 13 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #1766 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AFG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AFG in Q2 2025 and has held it in 2 quarters since. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 13 shares of American Financial Group worth $1.66K as of Q1 2026.
  • American Financial Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • American Financial Group made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1766 holding.
  • Twin Peaks Wealth Advisors first reported a position in American Financial Group in Q2 2025 and has held it in 2 quarters since.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.