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Athena Investment Management’s Aflac AFL Stock Holding History

Athena Investment 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 		$1.74M Sell
14,811
-2,540
-15% -$292K 1.03% 21
2026
Q1 		$1.9M Sell
17,351
-325
-2% -$36K 0.99% 23
2025
Q4 		$1.95M Sell
17,676
-86
-0.5% -$9.47K 1% 19
2025
Q3 		$1.98M Sell
17,762
-59
-0.3% -$6.2K 1.03% 18
2025
Q2 		$1.88M Sell
17,821
-220
-1% -$23.1K 1.05% 17
2025
Q1 		$2.01M Sell
18,041
-14
-0.1% -$1.49K 1.22% 14
2024
Q4 		$1.87M Sell
18,055
-1,083
-6% -$118K 1.08% 14
2024
Q3 		$2.14M Sell
19,138
-303
-2% -$30.8K 1.22% 13
2024
Q2 		$1.74M Sell
19,441
-291
-1% -$25K 1.05% 14
2024
Q1 		$1.69M Sell
19,732
-375
-2% -$30.7K 1.02% 15
2023
Q4 		$1.66M Sell
20,107
-204
-1% -$16.4K 1.08% 15
2023
Q3 		$1.56M Sell
20,311
-73
-0.4% -$5.42K 1.12% 17
2023
Q2 		$1.42M Sell
20,384
-7
-0% -$469 0.98% 19
2023
Q1 		$1.32M Sell
20,391
-469
-2% -$32.1K 0.95% 23
2022
Q4 		$1.5M Sell
20,860
-176
-0.8% -$11.8K 1.1% 16
2022
Q3 		$1.18M Sell
21,036
-23
-0.1% -$1.35K 0.99% 21
2022
Q2 		$1.17M Hold
21,059
– – 0.92% 28
2022
Q1 		$1.36M Buy
+21,059
New +$1.32M 1.05% 18

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

Athena Investment Management's AFL Position: Q2 2026 in Review

Athena Investment Management reduced its Aflac (AFL) stake by 15% in Q2 2026, selling an estimated $292K and leaving 14,811 shares worth $1.74M. The position accounts for 1.03% of the portfolio, ranked #21.

Athena Investment Management first reported a position in AFL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.14M in Q3 2024. 1,697 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Athena Investment Management held 14,811 shares of Aflac worth $1.74M as of Q2 2026.
  • Athena Investment Management sold 2,540 Aflac shares in Q2 2026, an estimated $292K.
  • Aflac made up 1.03% of Athena Investment Management's portfolio in Q2 2026, its #21 holding.
  • Athena Investment Management first reported a position in Aflac in Q1 2022 and has held it in 18 quarters since.
  • Athena Investment Management's Aflac position peaked at $2.14M in Q3 2024.
  • 1,697 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.