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Ballast Advisors’s Aflac AFL Stock Holding History

Ballast Advisors’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
-21
Closed -$2.3K – 203
2026
Q1 		$2.3K Buy
+21
New +$2.33K ﹤0.01% 365

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

Ballast Advisors's AFL Position: Q2 2026 in Review

Ballast Advisors sold out of Aflac (AFL) in Q2 2026, closing a stake of 21 shares — an estimated $2.3K sold.

Ballast Advisors first reported a position in AFL in Q1 2026 and held it in 1 quarter. The position peaked at $2.3K in Q1 2026. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Ballast Advisors reported no remaining Aflac position as of Q2 2026 after selling out during the quarter.
  • Ballast Advisors sold 21 Aflac shares in Q2 2026, an estimated $2.3K.
  • Ballast Advisors first reported a position in Aflac in Q1 2026 and held it in 1 quarter.
  • Ballast Advisors's Aflac position peaked at $2.3K in Q1 2026.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.