Baron Wealth Management’s Aflac AFL Stock Holding History

Baron 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	$531K	Buy	4,528 +167	+4%	+$19.2K	0.14%	106
2026 Q1	$478K	Buy	4,361 +21	+0.5%	+$2.33K	0.14%	109
2025 Q4	$479K	Buy	4,340 +19	+0.4%	+$2.09K	0.15%	105
2025 Q3	$483K	Buy	4,321 +161	+4%	+$16.9K	0.16%	92
2025 Q2	$439K	Sell	4,160 -556	-12%	-$58.4K	0.16%	94
2025 Q1	$524K	Buy	4,716 +573	+14%	+$60.8K	0.23%	69
2024 Q4	$429K	Sell	4,143 -146	-3%	-$15.9K	0.2%	78
2024 Q3	$480K	Buy	4,289 +147	+4%	+$14.9K	0.23%	67
2024 Q2	$370K	Buy	4,142 +419	+11%	+$36K	0.19%	83
2024 Q1	$320K	Hold	3,723	–	–	0.17%	108
2023 Q4	$307K	Buy	3,723 +21	+0.6%	+$1.69K	0.17%	104
2023 Q3	$284K	Hold	3,702	–	–	0.18%	100
2023 Q2	$258K	Hold	3,702	–	–	0.16%	107
2023 Q1	$239K	Hold	3,702	–	–	0.17%	108
2022 Q4	$266K	Buy	+3,702	New	+$248K	0.2%	93

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

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

Baron Wealth Management increased its Aflac (AFL) stake by 3.8% in Q2 2026, buying an estimated $19.2K and bringing the position to 4,528 shares worth $531K. The position accounts for 0.14% of the portfolio, ranked #106.

Baron Wealth Management first reported a position in AFL in Q4 2022 and has held it in 15 quarters since. 453 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Baron Wealth Management held 4,528 shares of Aflac worth $531K as of Q2 2026.
Baron Wealth Management bought 167 Aflac shares in Q2 2026, an estimated $19.2K.
Aflac made up 0.14% of Baron Wealth Management's portfolio in Q2 2026, its #106 holding.
Baron Wealth Management first reported a position in Aflac in Q4 2022 and has held it in 15 quarters since.
453 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

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