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Avior Wealth Management’s Aflac AFL Stock Holding History

Avior Wealth 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 		– Sell
-1,975
Closed -$217K – 789
2026
Q1 		$217K Buy
+1,975
New +$219K 0.01% 781
2025
Q4 		– Sell
-1,803
Closed -$201K – 741
2025
Q3 		$201K Buy
+1,803
New +$189K 0.01% 695
2025
Q2 		– Sell
-2,014
Closed -$224K – 687
2025
Q1 		$224K Buy
2,014
+4
+0.2% +$424 0.01% 625
2024
Q4 		$208K Buy
2,010
+427
+27% +$46.6K 0.01% 691
2024
Q3 		$177K Buy
1,583
+6
+0.4% +$610 0.01% 732
2024
Q2 		$141K Sell
1,577
-1,249
-44% -$107K 0.01% 765
2024
Q1 		$243K Buy
2,826
+1,865
+194% +$153K 0.01% 654
2023
Q4 		$79.3K Sell
961
-218
-18% -$17.6K ﹤0.01% 655
2023
Q3 		$90.5K Sell
1,179
-50
-4% -$3.71K 0.01% 644
2023
Q2 		$85.8K Buy
1,229
+203
+20% +$13.6K 0.01% 655
2023
Q1 		$66.2K Sell
1,026
-238
-19% -$16.3K ﹤0.01% 715
2022
Q4 		$90.9K Buy
1,264
+712
+129% +$47.7K 0.01% 546
2022
Q3 		$31K Sell
552
-987
-64% -$58.1K ﹤0.01% 672
2022
Q2 		$85K Sell
1,539
-129
-8% -$7.61K 0.01% 507
2022
Q1 		$107K Buy
1,668
+8
+0.5% +$501 0.01% 503
2021
Q4 		$96K Sell
1,660
-113
-6% -$6.33K 0.01% 504
2021
Q3 		$92K Sell
1,773
-391
-18% -$21.4K 0.01% 494
2021
Q2 		$116K Sell
2,164
-378
-15% -$20.6K 0.01% 451
2021
Q1 		$130K Buy
2,542
+13
+0.5% +$624 0.01% 436
2020
Q4 		$112K Sell
2,529
-281
-10% -$11.5K 0.01% 431
2020
Q3 		$102K Buy
2,810
+114
+4% +$4.15K 0.01% 449
2020
Q2 		$97K Buy
2,696
+2,144
+388% +$77.5K 0.02% 441
2020
Q1 		$18K Buy
552
+432
+360% +$19.7K ﹤0.01% 519
2019
Q4 		$6K Hold
120
– – ﹤0.01% 644
2019
Q3 		$6K Hold
120
– – ﹤0.01% 614
2019
Q2 		$7K Hold
120
– – ﹤0.01% 623
2019
Q1 		$6K Hold
120
– – ﹤0.01% 560
2018
Q4 		$5K Hold
120
– – ﹤0.01% 612
2018
Q3 		$6K Hold
120
– – ﹤0.01% 614
2018
Q2 		$5K Sell
120
-18
-13% -$809 ﹤0.01% 641
2018
Q1 		$6K Hold
138
– – ﹤0.01% 616
2017
Q4 		$6K Buy
138
+18
+15% +$768 ﹤0.01% 634
2017
Q3 		$5K Hold
120
– – ﹤0.01% 385
2017
Q2 		$5K Hold
120
– – ﹤0.01% 360
2017
Q1 		$4K Hold
120
– – ﹤0.01% 416
2016
Q4 		$4K Hold
120
– – ﹤0.01% 399
2016
Q3 		$4K Hold
120
– – ﹤0.01% 388
2016
Q2 		$4K Sell
120
-400
-77% -$13.7K ﹤0.01% 384
2016
Q1 		$16K Buy
520
+102
+24% +$3.03K 0.01% 305
2015
Q4 		$13K Buy
418
+298
+248% +$9.28K 0.01% 293
2015
Q3 		$3K Hold
120
– – ﹤0.01% 350
2015
Q2 		$4K Hold
120
– – ﹤0.01% 320
2015
Q1 		$4K Hold
120
– – ﹤0.01% 293
2014
Q4 		$4K Hold
120
– – ﹤0.01% 273
2014
Q3 		$3K Hold
120
– – ﹤0.01% 284
2014
Q2 		$4K Hold
120
– – ﹤0.01% 274
2014
Q1 		$4K Buy
+120
New +$3.81K ﹤0.01% 273

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

Avior Wealth Management's AFL Position: Q2 2026 in Review

Avior Wealth Management sold out of Aflac (AFL) in Q2 2026, closing a stake of 1,975 shares — an estimated $217K sold.

Avior Wealth Management first reported a position in AFL in Q1 2014 and held it in 47 quarters. The position peaked at $243K in Q1 2024. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Avior Wealth Management reported no remaining Aflac position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 1,975 Aflac shares in Q2 2026, an estimated $217K.
  • Avior Wealth Management first reported a position in Aflac in Q1 2014 and held it in 47 quarters.
  • Avior Wealth Management's Aflac position peaked at $243K in Q1 2024.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.