Beacon Investment Advisory Services’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $587K | Buy |
5,005
+537
| +12% | +$61.8K | 0.02% | 175 |
|
|
2026
Q1 | $490K | Sell |
4,468
-32
| -0.7% | -$3.55K | 0.02% | 183 |
|
|
2025
Q4 | $496K | Buy |
4,500
+204
| +5% | +$22.5K | 0.02% | 177 |
|
|
2025
Q3 | $480K | Hold |
4,296
| – | – | 0.02% | 177 |
|
|
2025
Q2 | $453K | Sell |
4,296
-4,111
| -49% | -$432K | 0.02% | 175 |
|
|
2025
Q1 | $935K | Buy |
8,407
+300
| +4% | +$31.8K | 0.04% | 135 |
|
|
2024
Q4 | $839K | Hold |
8,107
| – | – | 0.04% | 141 |
|
|
2024
Q3 | $906K | Buy |
8,107
+1
| +0% | +$102 | 0.04% | 144 |
|
|
2024
Q2 | $724K | Hold |
8,106
| – | – | 0.03% | 156 |
|
|
2024
Q1 | $696K | Hold |
8,106
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $669K | Buy |
8,106
+26
| +0.3% | +$2.1K | 0.03% | 163 |
|
|
2023
Q3 | $620K | Buy |
8,080
+823
| +11% | +$61.1K | 0.03% | 175 |
|
|
2023
Q2 | $507K | Hold |
7,257
| – | – | 0.02% | 195 |
|
|
2023
Q1 | $468K | Sell |
7,257
-74
| -1% | -$5.07K | 0.02% | 197 |
|
|
2022
Q4 | $527K | Buy |
7,331
+2
| +0% | +$134 | 0.03% | 185 |
|
|
2022
Q3 | $412K | Sell |
7,329
-10
| -0.1% | -$588 | 0.02% | 199 |
|
|
2022
Q2 | $406K | Sell |
7,339
-17
| -0.2% | -$1K | 0.02% | 210 |
|
|
2022
Q1 | $474K | Buy |
7,356
+1
| +0% | +$63 | 0.02% | 212 |
|
|
2021
Q4 | $429K | Hold |
7,355
| – | – | 0.02% | 224 |
|
|
2021
Q3 | $383K | Buy |
7,355
+135
| +2% | +$7.38K | 0.02% | 228 |
|
|
2021
Q2 | $387K | Buy |
7,220
+1
| +0% | +$55 | 0.02% | 235 |
|
|
2021
Q1 | $369K | Sell |
7,219
-25
| -0.3% | -$1.2K | 0.02% | 234 |
|
|
2020
Q4 | $322K | Sell |
7,244
-80
| -1% | -$3.27K | 0.01% | 223 |
|
|
2020
Q3 | $266K | Sell |
7,324
-84
| -1% | -$3.06K | 0.01% | 210 |
|
|
2020
Q2 | $267K | Sell |
7,408
-44
| -0.6% | -$1.59K | 0.02% | 212 |
|
|
2020
Q1 | $255K | Sell |
7,452
-64
| -0.9% | -$2.92K | 0.02% | 207 |
|
|
2019
Q4 | $398K | Sell |
7,516
-823
| -10% | -$43.7K | 0.02% | 198 |
|
|
2019
Q3 | $436K | Sell |
8,339
-49
| -0.6% | -$2.59K | 0.04% | 170 |
|
|
2019
Q2 | $460K | Sell |
8,388
-36
| -0.4% | -$1.86K | 0.05% | 147 |
|
|
2019
Q1 | $421K | Sell |
8,424
-124
| -1% | -$5.97K | 0.04% | 160 |
|
|
2018
Q4 | $389K | Buy |
8,548
+37
| +0.4% | +$1.65K | 0.04% | 177 |
|
|
2018
Q3 | $401K | Buy |
8,511
+1
| +0% | +$46 | 0.04% | 177 |
|
|
2018
Q2 | $366K | Buy |
8,510
+383
| +5% | +$17.2K | 0.04% | 189 |
|
|
2018
Q1 | $356K | Buy |
8,127
+161
| +2% | +$7.13K | 0.04% | 190 |
|
|
2017
Q4 | $350K | Sell |
7,966
-3,164
| -28% | -$135K | 0.04% | 183 |
|
|
2017
Q3 | $453K | Buy |
+11,130
| New | +$448K | 0.04% | 187 |
|
Other funds holding AFL
JPH
VF
GIP
MIHAS
GIA
RMA
Beacon Investment Advisory Services's AFL Position: Q2 2026 in Review
Beacon Investment Advisory Services increased its Aflac (AFL) stake by 12% in Q2 2026, buying an estimated $61.8K and bringing the position to 5,005 shares worth $587K. The position accounts for 0.02% of the portfolio, ranked #175.
Beacon Investment Advisory Services first reported a position in AFL in Q3 2017 and has held it in 36 quarters since. The position peaked at $935K in Q1 2025. 572 funds tracked by Wall St. Rank hold AFL as of Q2 2026.
- Beacon Investment Advisory Services held 5,005 shares of Aflac worth $587K as of Q2 2026.
- Beacon Investment Advisory Services bought 537 Aflac shares in Q2 2026, an estimated $61.8K.
- Aflac made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #175 holding.
- Beacon Investment Advisory Services first reported a position in Aflac in Q3 2017 and has held it in 36 quarters since.
- Beacon Investment Advisory Services's Aflac position peaked at $935K in Q1 2025.
- 572 funds tracked by Wall St. Rank held Aflac as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.