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Abound Wealth Management’s Aflac AFL Stock Holding History

Abound Wealth Management’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$464K Sell
3,955
-148
-4% -$17K 0.09% 56
2026
Q1 		$450K Sell
4,103
-933
-19% -$103K 0.1% 55
2025
Q4 		$555K Sell
5,036
-672
-12% -$74K 0.13% 45
2025
Q3 		$638K Sell
5,708
-601
-10% -$63.1K 0.16% 42
2025
Q2 		$665K Sell
6,309
-575
-8% -$60.4K 0.19% 37
2025
Q1 		$765K Sell
6,884
-24
-0.3% -$2.55K 0.26% 32
2024
Q4 		$715K Sell
6,908
-332
-5% -$36.2K 0.23% 33
2024
Q3 		$809K Sell
7,240
-352
-5% -$35.8K 0.27% 32
2024
Q2 		$678K Sell
7,592
-8
-0.1% -$688 0.25% 32
2024
Q1 		$653K Sell
7,600
-870
-10% -$71.3K 0.25% 33
2023
Q4 		$699K Buy
8,470
+230
+3% +$18.5K 0.28% 29
2023
Q3 		$632K Sell
8,240
-4,378
-35% -$325K 0.27% 30
2023
Q2 		$881K Buy
12,618
+314
+3% +$21K 0.37% 27
2023
Q1 		$794K Hold
12,304
– – 0.36% 29
2022
Q4 		$885K Sell
12,304
-570
-4% -$38.2K 0.43% 27
2022
Q3 		$724K Sell
12,874
-192
-1% -$11.3K 0.39% 28
2022
Q2 		$723K Sell
13,066
-372
-3% -$22K 0.4% 29
2022
Q1 		$865K Sell
13,438
-801
-6% -$50.1K 0.62% 25
2021
Q4 		$831K Buy
+14,239
New +$798K 0.65% 19

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Abound Wealth Management's AFL Position: Q2 2026 in Review

Abound Wealth Management reduced its Aflac (AFL) stake by 3.6% in Q2 2026, selling an estimated $17K and leaving 3,955 shares worth $464K. The position accounts for 0.09% of the portfolio, ranked #56.

Abound Wealth Management first reported a position in AFL in Q4 2021 and has held it in 19 quarters since. The position peaked at $885K in Q4 2022. 539 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Abound Wealth Management held 3,955 shares of Aflac worth $464K as of Q2 2026.
  • Abound Wealth Management sold 148 Aflac shares in Q2 2026, an estimated $17K.
  • Aflac made up 0.09% of Abound Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Abound Wealth Management first reported a position in Aflac in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Aflac position peaked at $885K in Q4 2022.
  • 539 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.