Trifecta Capital Advisors, LLC
Position in AFG — American Financial Group Inc
CIK 1962615
NORTHBROOK, IL
Position in AFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$195,916
+$17,122 QoQ
Shares Held
1,400
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#384
of 515 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Trifecta Capital Advisors, LLC holds $317,487 across 5 Insurance - Property & Casualty names. AFG ranks #1 (61.7% of the industry book) .
All Filings in AFG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,916 | 1,400 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $178,794 | 1,400 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $191,352 | 1,400 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $204,008 | 1,400 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $176,694 | 1,400 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $183,876 | 1,400 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $191,702 | 1,400 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $188,440 | 1,400 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $172,228 | 1,400 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $191,072 | 1,400 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $166,446 | 1,400 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $156,338 | 1,400 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $166,250 | 1,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $170,100 | 1,400 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||