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Beacon Pointe Advisors’s Aflac AFL Stock Holding History

Beacon Pointe Advisors’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 		$5.18M Sell
44,220
-1,195
-3% -$138K 0.02% 500
2026
Q1 		$4.98M Buy
45,415
+7,632
+20% +$846K 0.03% 476
2025
Q4 		$4.17M Buy
37,783
+28,431
+304% +$3.13M 0.03% 433
2025
Q3 		$1.04M Sell
9,352
-38,016
-80% -$3.99M 0.01% 746
2025
Q2 		$5M Sell
47,368
-220
-0.5% -$23.1K 0.05% 311
2025
Q1 		$5.29M Buy
47,588
+930
+2% +$98.6K 0.06% 287
2024
Q4 		$4.83M Sell
46,658
-1,165
-2% -$127K 0.05% 292
2024
Q3 		$5.35M Buy
47,823
+852
+2% +$86.6K 0.06% 277
2024
Q2 		$4.19M Sell
46,971
-577
-1% -$49.6K 0.05% 320
2024
Q1 		$4.08M Sell
47,548
-1,823
-4% -$149K 0.05% 340
2023
Q4 		$4.07M Sell
49,371
-112
-0.2% -$9.03K 0.05% 326
2023
Q3 		$3.8M Buy
49,483
+41,553
+524% +$3.08M 0.05% 329
2023
Q2 		$554K Sell
7,930
-3,616
-31% -$242K 0.01% 679
2023
Q1 		$745K Buy
11,546
+3,404
+42% +$233K 0.01% 628
2022
Q4 		$586K Buy
8,142
+1,078
+15% +$72.2K 0.01% 636
2022
Q3 		$396K Sell
7,064
-230
-3% -$13.5K 0.01% 715
2022
Q2 		$403K Sell
7,294
-2,529
-26% -$149K 0.01% 720
2022
Q1 		$633K Buy
9,823
+5,986
+156% +$375K 0.01% 741
2021
Q4 		$224K Sell
3,837
-623
-14% -$34.9K 0.01% 838
2021
Q3 		$233K Sell
4,460
-4,250
-49% -$232K 0.01% 799
2021
Q2 		$467K Buy
+8,710
New +$475K 0.02% 498
2020
Q1 		– Sell
-4,829
Closed -$256K – 295
2019
Q4 		$256K Buy
+4,829
New +$256K 0.08% 183

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 Pointe Advisors's AFL Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Aflac (AFL) stake by 2.6% in Q2 2026, selling an estimated $138K and leaving 44,220 shares worth $5.18M. The position accounts for 0.02% of the portfolio, ranked #500.

Beacon Pointe Advisors first reported a position in AFL in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.35M in Q3 2024. 1,697 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Beacon Pointe Advisors held 44,220 shares of Aflac worth $5.18M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,195 Aflac shares in Q2 2026, an estimated $138K.
  • Aflac made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #500 holding.
  • Beacon Pointe Advisors first reported a position in Aflac in Q4 2019 and has held it in 22 quarters since.
  • Beacon Pointe Advisors's Aflac position peaked at $5.35M in Q3 2024.
  • 1,697 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.