BFG
AFL icon

Beacon Financial Group’s Aflac AFL Stock Holding History

Beacon Financial Group’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 		$291K Buy
2,483
+4
+0.2% +$460 0.03% 318
2026
Q1 		$272K Buy
2,479
+14
+0.6% +$1.55K 0.03% 301
2025
Q4 		$272K Buy
2,465
+7
+0.3% +$771 0.03% 301
2025
Q3 		$275K Sell
2,458
-16
-0.6% -$1.68K 0.03% 304
2025
Q2 		$261K Sell
2,474
-1
-0% -$105 0.03% 305
2025
Q1 		$275K Buy
2,475
+37
+2% +$3.92K 0.03% 291
2024
Q4 		$252K Buy
2,438
+3
+0.1% +$327 0.03% 302
2024
Q3 		$272K Buy
2,435
+9
+0.4% +$915 0.03% 288
2024
Q2 		$217K Buy
+2,426
New +$209K 0.02% 306
2018
Q1 		– Sell
-9,876
Closed -$433K – 209
2017
Q4 		$433K Sell
9,876
-94
-0.9% -$4.01K 0.08% 140
2017
Q3 		$406K Sell
9,970
-4,094
-29% -$165K 0.07% 139
2017
Q2 		$546K Sell
14,064
-740
-5% -$27.8K 0.1% 124
2017
Q1 		$535K Sell
14,804
-390
-3% -$13.8K 0.1% 116
2016
Q4 		$528K Sell
15,194
-2,566
-14% -$90.3K 0.11% 116
2016
Q3 		$635K Sell
17,760
-1,048
-6% -$38.1K 0.13% 107
2016
Q2 		$659K Buy
+18,808
New +$642K 0.14% 96

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

Beacon Financial Group's AFL Position: Q2 2026 in Review

Beacon Financial Group increased its Aflac (AFL) stake by 0.16% in Q2 2026, buying an estimated $460 and bringing the position to 2,483 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #318.

Beacon Financial Group first reported a position in AFL in Q2 2016 and has held it in 16 quarters since. The position peaked at $659K in Q2 2016. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Beacon Financial Group held 2,483 shares of Aflac worth $291K as of Q2 2026.
  • Beacon Financial Group bought 4 Aflac shares in Q2 2026, an estimated $460.
  • Aflac made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #318 holding.
  • Beacon Financial Group first reported a position in Aflac in Q2 2016 and has held it in 16 quarters since.
  • Beacon Financial Group's Aflac position peaked at $659K in Q2 2016.
  • 1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.