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Annex Advisory Services’s Aflac AFL Stock Holding History

Annex Advisory Services’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 		$1.55M Buy
13,237
+385
+3% +$44.3K 0.03% 173
2026
Q1 		$1.41M Sell
12,852
-1,347
-9% -$149K 0.03% 174
2025
Q4 		$1.57M Sell
14,199
-112
-0.8% -$12.3K 0.03% 164
2025
Q3 		$1.6M Sell
14,311
-280
-2% -$29.4K 0.03% 144
2025
Q2 		$1.54M Sell
14,591
-495
-3% -$52K 0.04% 140
2025
Q1 		$1.68M Sell
15,086
-218
-1% -$23.1K 0.05% 133
2024
Q4 		$1.58M Buy
15,304
+11,097
+264% +$1.21M 0.05% 130
2024
Q3 		$470K Sell
4,207
-200
-5% -$20.3K 0.02% 189
2024
Q2 		$394K Buy
4,407
+100
+2% +$8.6K 0.01% 202
2024
Q1 		$370K Sell
4,307
-9
-0.2% -$738 0.01% 208
2023
Q4 		$356K Buy
4,316
+1
+0% +$81 0.01% 197
2023
Q3 		$331K Hold
4,315
– – 0.02% 177
2023
Q2 		$301K Buy
+4,315
New +$289K 0.02% 187

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

Annex Advisory Services's AFL Position: Q2 2026 in Review

Annex Advisory Services increased its Aflac (AFL) stake by 3% in Q2 2026, buying an estimated $44.3K and bringing the position to 13,237 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #173.

Annex Advisory Services first reported a position in AFL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.68M in Q1 2025. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Annex Advisory Services held 13,237 shares of Aflac worth $1.55M as of Q2 2026.
  • Annex Advisory Services bought 385 Aflac shares in Q2 2026, an estimated $44.3K.
  • Aflac made up 0.03% of Annex Advisory Services's portfolio in Q2 2026, its #173 holding.
  • Annex Advisory Services first reported a position in Aflac in Q2 2023 and has held it in 13 quarters since.
  • Annex Advisory Services's Aflac position peaked at $1.68M in Q1 2025.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.