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Affinity Wealth Management’s Aflac AFL Stock Holding History

Affinity 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 		$368K Buy
3,135
+12
+0.4% +$1.38K 0.05% 80
2026
Q1 		$343K Hold
3,123
– – 0.05% 72
2025
Q4 		$344K Sell
3,123
-18
-0.6% -$1.98K 0.05% 73
2025
Q3 		$351K Hold
3,141
– – 0.05% 70
2025
Q2 		$331K Buy
3,141
+38
+1% +$3.99K 0.05% 73
2025
Q1 		$345K Buy
3,103
+60
+2% +$6.36K 0.06% 67
2024
Q4 		$315K Sell
3,043
-8
-0.3% -$872 0.06% 73
2024
Q3 		$341K Buy
3,051
+39
+1% +$3.96K 0.06% 76
2024
Q2 		$269K Buy
3,012
+227
+8% +$19.5K 0.05% 87
2024
Q1 		$239K Buy
2,785
+36
+1% +$2.95K 0.04% 91
2023
Q4 		$227K Hold
2,749
– – 0.05% 91
2023
Q3 		$211K Buy
+2,749
New +$204K 0.05% 95

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Affinity Wealth Management increased its Aflac (AFL) stake by 0.38% in Q2 2026, buying an estimated $1.38K and bringing the position to 3,135 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #80.

Affinity Wealth Management first reported a position in AFL in Q3 2023 and has held it in 12 quarters since. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Affinity Wealth Management held 3,135 shares of Aflac worth $368K as of Q2 2026.
  • Affinity Wealth Management bought 12 Aflac shares in Q2 2026, an estimated $1.38K.
  • Aflac made up 0.05% of Affinity Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Affinity Wealth Management first reported a position in Aflac in Q3 2023 and has held it in 12 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.