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Brian Kenney

Afg Fiduciary Services Limited Partnership

Assets Managed
$128.465M
Holdings
60
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
-24.89%(2Q avg: -11.71%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Afg Fiduciary Services Limited Partnership's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Afg Fiduciary Services Limited Partnership over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 128.465M in assets, with a quarterly growth rate of -24.89% and a 2-quarter average growth rate of -11.71%. The portfolio is managed by Brian Kenney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -93.82%
17.25%
$22.151M
29,741 shares@ $744.79 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 6.87%
10.55%
$13.55M
273,342 shares@ $49.58 avg price
MINT
Pimco Enhanced Short Maturit
Recent Activity
Increased 3.62%
7.88%
$10.12M
100,653 shares@ $100.54 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -12.64%
4.92%
$6.313M
43,098 shares@ $146.48 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -34.75%
4.2%
$5.386M
10,401 shares@ $517.83 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -0.96%
3.83%
$4.914M
12,995 shares@ $378.13 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -19.91%
3.39%
$4.343M
24,049 shares@ $180.59 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -49.57%
3.1%
$3.972M
52,204 shares@ $76.09 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -99.12%
3.02%
$3.87M
15,946 shares@ $242.67 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Decreased -1.89%
3.01%
$3.864M
74,132 shares@ $52.13 avg price

1-10 of 60