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Apella Capital’s Aflac AFL Stock Holding History

Apella Capital’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 		$505K Buy
4,154
+110
+3% +$12.7K 0.01% 473
2026
Q1 		$463K Buy
4,044
+1,498
+59% +$166K 0.01% 474
2025
Q4 		$281K Buy
2,546
+9
+0.4% +$991 0.01% 456
2025
Q3 		$271K Buy
+2,537
New +$266K 0.01% 408

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apella Capital's AFL Position: Q2 2026 in Review

Apella Capital increased its Aflac (AFL) stake by 2.7% in Q2 2026, buying an estimated $12.7K and bringing the position to 4,154 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #473.

Apella Capital first reported a position in AFL in Q3 2025 and has held it in 4 quarters since. 1,041 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Apella Capital held 4,154 shares of Aflac worth $505K as of Q2 2026.
  • Apella Capital bought 110 Aflac shares in Q2 2026, an estimated $12.7K.
  • Aflac made up 0.01% of Apella Capital's portfolio in Q2 2026, its #473 holding.
  • Apella Capital first reported a position in Aflac in Q3 2025 and has held it in 4 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.