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Axxcess Wealth Management’s Aflac AFL Stock Holding History

Axxcess 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 		$1.42M Buy
+12,117
New +$1.39M 0.02% 450
2026
Q1 		– Sell
-10,433
Closed -$1.15M – 390
2025
Q4 		$1.15M Buy
10,433
+8,164
+360% +$899K 0.02% 483
2025
Q3 		$253K Sell
2,269
-453
-17% -$47.6K 0.01% 813
2025
Q2 		$287K Sell
2,722
-10
-0.4% -$1.05K 0.01% 725
2025
Q1 		$304K Sell
2,732
-256
-9% -$27.2K 0.01% 679
2024
Q4 		$309K Sell
2,988
-3,155
-51% -$344K 0.01% 663
2024
Q3 		$687K Buy
6,143
+3,007
+96% +$306K 0.02% 482
2024
Q2 		$280K Sell
3,136
-460
-13% -$39.5K 0.01% 674
2024
Q1 		$309K Sell
3,596
-3,996
-53% -$328K 0.01% 656
2023
Q4 		$626K Buy
7,592
+3,081
+68% +$248K 0.02% 463
2023
Q3 		$346K Buy
+4,511
New +$335K 0.01% 563
2023
Q2 		– Sell
-5,289
Closed -$341K – 591
2023
Q1 		$341K Buy
+5,289
New +$362K 0.03% 451
2022
Q4 		– Sell
-3,667
Closed -$206K – 609
2022
Q3 		$206K Buy
+3,667
New +$216K 0.02% 494
2022
Q2 		– Sell
-3,816
Closed -$246K – 539
2022
Q1 		$246K Buy
+3,816
New +$239K 0.02% 529

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 $3.38T AUM 44.17% 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

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

Axxcess Wealth Management opened a new position in Aflac (AFL) in Q2 2026: 12,117 shares worth $1.42M. The stake represents 0.02% of the portfolio and ranks #450 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AFL as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AFL in Q1 2022 and has held it in 14 quarters since. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Axxcess Wealth Management held 12,117 shares of Aflac worth $1.42M as of Q2 2026.
  • Aflac was a new Axxcess Wealth Management position in Q2 2026.
  • Aflac made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #450 holding.
  • Axxcess Wealth Management first reported a position in Aflac in Q1 2022 and has held it in 14 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.