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Beaird Harris Wealth Management’s Aflac AFL Stock Holding History

Beaird Harris 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 		$24K Hold
205
– – ﹤0.01% 322
2026
Q1 		$22.5K Hold
205
– – ﹤0.01% 307
2025
Q4 		$22.6K Sell
205
-167
-45% -$18.4K ﹤0.01% 327
2025
Q3 		$41.6K Buy
372
+24
+7% +$2.52K ﹤0.01% 267
2025
Q2 		$36.7K Buy
348
+19
+6% +$2K ﹤0.01% 284
2025
Q1 		$36.6K Hold
329
– – ﹤0.01% 253
2024
Q4 		$34K Buy
+329
New +$35.9K ﹤0.01% 265
2024
Q3 		– Sell
-174
Closed -$15.5K – 515
2024
Q2 		$15.5K Sell
174
-16
-8% -$1.38K ﹤0.01% 322
2024
Q1 		$16.3K Sell
190
-16
-8% -$1.31K ﹤0.01% 295
2023
Q4 		$17K Sell
206
-49
-19% -$3.95K ﹤0.01% 280
2023
Q3 		$19.6K Sell
255
-93
-27% -$6.9K ﹤0.01% 236
2023
Q2 		$24.3K Sell
348
-540
-61% -$36.1K ﹤0.01% 217
2023
Q1 		$57.3K Hold
888
– – 0.01% 164
2022
Q4 		$63.9K Hold
888
– – 0.01% 165
2022
Q3 		$50K Buy
+888
New +$52.3K 0.01% 162
2022
Q2 		– Sell
-888
Closed -$57K – 405
2022
Q1 		$57K Hold
888
– – 0.02% 176
2021
Q4 		$52K Buy
+888
New +$49.8K 0.02% 228

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

Beaird Harris Wealth Management's AFL Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Aflac (AFL) position steady in Q2 2026 at 205 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Beaird Harris Wealth Management first reported a position in AFL in Q4 2021 and has held it in 17 quarters since. The position peaked at $63.9K in Q4 2022. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Beaird Harris Wealth Management held 205 shares of Aflac worth $24K as of Q2 2026.
  • Beaird Harris Wealth Management left its Aflac share count unchanged in Q2 2026.
  • Aflac made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #322 holding.
  • Beaird Harris Wealth Management first reported a position in Aflac in Q4 2021 and has held it in 17 quarters since.
  • Beaird Harris Wealth Management's Aflac position peaked at $63.9K in Q4 2022.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.