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Allegheny Financial Group’s Aflac AFL Stock Holding History

Allegheny Financial Group’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 		$834K Sell
7,116
-10,804
-60% -$1.24M 0.09% 124
2026
Q1 		$1.97M Sell
17,920
-17
-0.1% -$1.88K 0.27% 64
2025
Q4 		$1.98M Sell
17,937
-15
-0.1% -$1.65K 0.29% 62
2025
Q3 		$2.01M Sell
17,952
-123
-0.7% -$12.9K 0.37% 52
2025
Q2 		$1.91M Buy
18,075
+154
+0.9% +$16.2K 0.42% 49
2025
Q1 		$1.99M Sell
17,921
-87
-0.5% -$9.23K 0.51% 35
2024
Q4 		$1.86M Hold
18,008
– – 0.48% 41
2024
Q3 		$2.01M Buy
18,008
+4,220
+31% +$429K 0.5% 33
2024
Q2 		$1.23M Buy
13,788
+1
+0% +$86 0.35% 55
2024
Q1 		$1.18M Buy
13,787
+1,199
+10% +$98.3K 0.37% 53
2023
Q4 		$1.04M Sell
12,588
-8,544
-40% -$689K 0.33% 55
2023
Q3 		$1.62M Buy
21,132
+143
+0.7% +$10.6K 0.61% 29
2023
Q2 		$1.47M Sell
20,989
-53
-0.3% -$3.55K 0.69% 28
2023
Q1 		$1.36M Buy
21,042
+1
+0% +$68 0.55% 32
2022
Q4 		$1.51M Buy
21,041
+1
+0% +$67 0.63% 31
2022
Q3 		$1.18M Hold
21,040
– – 0.56% 32
2022
Q2 		$1.16M Buy
21,040
+1,269
+6% +$74.9K 0.54% 36
2022
Q1 		$1.27M Hold
19,771
– – 0.54% 38
2021
Q4 		$1.15M Buy
19,771
+1
+0% +$56 0.46% 41
2021
Q3 		$1.03M Buy
19,770
+1
+0% +$55 0.47% 39
2021
Q2 		$1.06M Hold
19,769
– – 0.48% 38
2021
Q1 		$1.01M Buy
19,769
+1
+0% +$48 0.74% 23
2020
Q4 		$879K Buy
+19,768
New +$809K 0.47% 39

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

Allegheny Financial Group's AFL Position: Q2 2026 in Review

Allegheny Financial Group reduced its Aflac (AFL) stake by 60% in Q2 2026, selling an estimated $1.24M and leaving 7,116 shares worth $834K. The position accounts for 0.09% of the portfolio, ranked #124.

Allegheny Financial Group first reported a position in AFL in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.01M in Q3 2024. 1,692 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Allegheny Financial Group held 7,116 shares of Aflac worth $834K as of Q2 2026.
  • Allegheny Financial Group sold 10,804 Aflac shares in Q2 2026, an estimated $1.24M.
  • Aflac made up 0.09% of Allegheny Financial Group's portfolio in Q2 2026, its #124 holding.
  • Allegheny Financial Group first reported a position in Aflac in Q4 2020 and has held it in 23 quarters since.
  • Allegheny Financial Group's Aflac position peaked at $2.01M in Q3 2024.
  • 1,692 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.