AWE
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Avidian Wealth Enterprises’s Aflac AFL Stock Holding History

Avidian Wealth Enterprises’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 		$520K Sell
4,433
-1,977
-31% -$228K 0.01% 467
2026
Q1 		$703K Buy
6,410
+6
+0.1% +$665 0.02% 365
2025
Q4 		$706K Sell
6,404
-257
-4% -$28.3K 0.03% 293
2025
Q3 		$744K Buy
6,661
+126
+2% +$13.2K 0.03% 279
2025
Q2 		$689K Buy
6,535
+59
+0.9% +$6.2K 0.03% 266
2025
Q1 		$720K Buy
6,476
+92
+1% +$9.76K 0.03% 239
2024
Q4 		$660K Sell
6,384
-265
-4% -$28.9K 0.03% 248
2024
Q3 		$743K Buy
6,649
+264
+4% +$26.8K 0.03% 232
2024
Q2 		$570K Sell
6,385
-202
-3% -$17.4K 0.02% 264
2024
Q1 		$566K Buy
6,587
+221
+3% +$18.1K 0.03% 245
2023
Q4 		$525K Buy
6,366
+13
+0.2% +$1.05K 0.03% 256
2023
Q3 		$488K Buy
6,353
+15
+0.2% +$1.11K 0.03% 261
2023
Q2 		$442K Buy
6,338
+18
+0.3% +$1.21K 0.03% 283
2023
Q1 		$408K Buy
6,320
+652
+12% +$44.6K 0.02% 329
2022
Q4 		$408K Buy
5,668
+1,936
+52% +$130K 0.03% 305
2022
Q3 		$210K Buy
3,732
+14
+0.4% +$824 0.02% 387
2022
Q2 		$206K Sell
3,718
-36
-1% -$2.13K 0.01% 416
2022
Q1 		$242K Buy
3,754
+14
+0.4% +$877 0.01% 423
2021
Q4 		$218K Buy
+3,740
New +$210K 0.01% 479

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

Avidian Wealth Enterprises's AFL Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Aflac (AFL) stake by 31% in Q2 2026, selling an estimated $228K and leaving 4,433 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #467.

Avidian Wealth Enterprises first reported a position in AFL in Q4 2021 and has held it in 19 quarters since. The position peaked at $744K in Q3 2025. 572 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Avidian Wealth Enterprises held 4,433 shares of Aflac worth $520K as of Q2 2026.
  • Avidian Wealth Enterprises sold 1,977 Aflac shares in Q2 2026, an estimated $228K.
  • Aflac made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #467 holding.
  • Avidian Wealth Enterprises first reported a position in Aflac in Q4 2021 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Aflac position peaked at $744K in Q3 2025.
  • 572 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.