AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
All 13F Filings
- Location
- Hingham, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 171,053
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 92 | 171,053 | 13F-HR | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
| Q4 2025 | 1/6/2026 | 88 | 168,564 | 13F-HR | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
| Q3 2025 | 10/17/2025 | 92 | 173,650 | 13F-HR | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
| Q2 2025 | 7/11/2025 | 86 | 156,499 | 13F-HR | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.563 K
(0.9% of total reported value)
· QoQ Δ:
+16
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.8 K | 20.5% | 0 | 93.99 K | -93.99 K |
| ETFs | 134.7 K | 79.5% | 96.46 K | 0 | 96.46 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
171,053
Holdings
92
QoQ value change ($000)
2,489
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.