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Allium Financial Advisors’s Aflac AFL Stock Holding History

Allium Financial Advisors’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 		$293K Buy
2,499
+7
+0.3% +$806 0.19% 60
2026
Q1 		$273K Hold
2,492
– – 0.22% 61
2025
Q4 		$275K Sell
2,492
-10
-0.4% -$1.1K 0.22% 58
2025
Q3 		$279K Hold
2,502
– – 0.23% 59
2025
Q2 		$264K Hold
2,502
– – 0.23% 68
2025
Q1 		$278K Buy
+2,502
New +$265K 0.25% 58

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

Allium Financial Advisors's AFL Position: Q2 2026 in Review

Allium Financial Advisors increased its Aflac (AFL) stake by 0.28% in Q2 2026, buying an estimated $806 and bringing the position to 2,499 shares worth $293K. The position accounts for 0.19% of the portfolio, ranked #60.

Allium Financial Advisors first reported a position in AFL in Q1 2025 and has held it in 6 quarters since. 1,696 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Allium Financial Advisors held 2,499 shares of Aflac worth $293K as of Q2 2026.
  • Allium Financial Advisors bought 7 Aflac shares in Q2 2026, an estimated $806.
  • Aflac made up 0.19% of Allium Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Allium Financial Advisors first reported a position in Aflac in Q1 2025 and has held it in 6 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.