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Bartlett & Co Wealth Management’s Aflac AFL Stock Holding History

Bartlett & Co 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 		$122K Buy
1,038
+19
+2% +$2.19K ﹤0.01% 585
2026
Q1 		$115K Buy
1,019
+2
+0.2% +$222 ﹤0.01% 546
2025
Q4 		$112K Hold
1,017
– – ﹤0.01% 541
2025
Q3 		$114K Buy
1,017
+4
+0.4% +$420 ﹤0.01% 535
2025
Q2 		$107K Sell
1,013
-2
-0.2% -$210 ﹤0.01% 531
2025
Q1 		$113K Buy
1,015
+2
+0.2% +$212 ﹤0.01% 527
2024
Q4 		$105K Hold
1,013
– – ﹤0.01% 536
2024
Q3 		$113K Hold
1,013
– – ﹤0.01% 526
2024
Q2 		$90.5K Hold
1,013
– – ﹤0.01% 568
2024
Q1 		$87K Sell
1,013
-800
-44% -$65.6K ﹤0.01% 582
2023
Q4 		$149K Hold
1,813
– – ﹤0.01% 514
2023
Q3 		$139K Hold
1,813
– – ﹤0.01% 496
2023
Q2 		$127K Buy
1,813
+800
+79% +$53.5K ﹤0.01% 512
2023
Q1 		$65.4K Hold
1,013
– – ﹤0.01% 528
2022
Q4 		$72.9K Hold
1,013
– – ﹤0.01% 520
2022
Q3 		$56.9K Hold
1,013
– – ﹤0.01% 548
2022
Q2 		$56K Hold
1,013
– – ﹤0.01% 554
2022
Q1 		$65.2K Buy
+1,013
New +$63.4K ﹤0.01% 546
2021
Q4 		– Sell
-1,013
Closed -$52.8K – 414
2021
Q3 		$52.8K Sell
1,013
-90
-8% -$4.92K ﹤0.01% 502
2021
Q2 		$59.2K Hold
1,103
– – ﹤0.01% 479
2021
Q1 		$56.5K Sell
1,103
-2,503
-69% -$120K ﹤0.01% 513
2020
Q4 		$160K Buy
3,606
+3,006
+501% +$123K ﹤0.01% 349
2020
Q3 		$21.8K Hold
600
– – ﹤0.01% 610
2020
Q2 		$21.6K Sell
600
-132
-18% -$4.77K ﹤0.01% 603
2020
Q1 		$25.1K Buy
732
+132
+22% +$6.03K ﹤0.01% 556
2019
Q4 		$31.7K Sell
600
-11
-2% -$584 ﹤0.01% 598
2019
Q3 		$32K Buy
611
+11
+2% +$581 ﹤0.01% 597
2019
Q2 		$32.9K Hold
600
– – ﹤0.01% 486
2019
Q1 		$30K Hold
600
– – ﹤0.01% 485
2018
Q4 		$27.3K Hold
600
– – ﹤0.01% 489
2018
Q3 		$28.2K Hold
600
– – ﹤0.01% 506
2018
Q2 		$25.8K Hold
600
– – ﹤0.01% 502
2018
Q1 		$26.3K Buy
+600
New +$26.6K ﹤0.01% 500

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

Bartlett & Co Wealth Management's AFL Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Aflac (AFL) stake by 1.9% in Q2 2026, buying an estimated $2.19K and bringing the position to 1,038 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Bartlett & Co Wealth Management first reported a position in AFL in Q1 2018 and has held it in 33 quarters since. The position peaked at $160K in Q4 2020. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,038 shares of Aflac worth $122K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 19 Aflac shares in Q2 2026, an estimated $2.19K.
  • Aflac made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #585 holding.
  • Bartlett & Co Wealth Management first reported a position in Aflac in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's Aflac position peaked at $160K in Q4 2020.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.