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Beacon Financial Strategies’s Aflac AFL Stock Holding History

Beacon Financial Strategies’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 		$112K Hold
955
– – 0.06% 62
2026
Q1 		$105K Hold
955
– – 0.06% 55
2025
Q4 		$105K Buy
+955
New +$105K 0.06% 54

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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
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
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $147M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Beacon Financial Strategies held its Aflac (AFL) position steady in Q2 2026 at 955 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #62.

Beacon Financial Strategies first reported a position in AFL in Q4 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Beacon Financial Strategies held 955 shares of Aflac worth $112K as of Q2 2026.
  • Beacon Financial Strategies left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.06% of Beacon Financial Strategies's portfolio in Q2 2026, its #62 holding.
  • Beacon Financial Strategies first reported a position in Aflac in Q4 2025 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.