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Baker Tilly Wealth Management’s Aflac AFL Stock Holding History

Baker Tilly 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 		$256K Buy
2,180
+2
+0.1% +$230 0.05% 242
2026
Q1 		$239K Buy
2,178
+51
+2% +$5.65K 0.06% 242
2025
Q4 		$235K Buy
2,127
+35
+2% +$3.85K 0.06% 251
2025
Q3 		$234K Buy
2,092
+41
+2% +$4.31K 0.05% 247
2025
Q2 		$216K Sell
2,051
-46
-2% -$4.83K 0.08% 222
2025
Q1 		$233K Buy
2,097
+39
+2% +$4.14K 0.09% 217
2024
Q4 		$213K Sell
2,058
-29
-1% -$3.16K 0.08% 227
2024
Q3 		$233K Buy
+2,087
New +$212K 0.1% 214

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

Baker Tilly Wealth Management's AFL Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Aflac (AFL) stake by 0.09% in Q2 2026, buying an estimated $230 and bringing the position to 2,180 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #242.

Baker Tilly Wealth Management first reported a position in AFL in Q3 2024 and has held it in 8 quarters since. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Baker Tilly Wealth Management held 2,180 shares of Aflac worth $256K as of Q2 2026.
  • Baker Tilly Wealth Management bought 2 Aflac shares in Q2 2026, an estimated $230.
  • Aflac made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Baker Tilly Wealth Management first reported a position in Aflac in Q3 2024 and has held it in 8 quarters since.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.