Biltmore Wealth Management’s Aflac AFL Stock Holding History

Biltmore 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	$687K	Hold	5,856	–	–	0.21%	37
2026 Q1	$642K	Hold	5,856	–	–	0.23%	36
2025 Q4	$646K	Hold	5,856	–	–	0.24%	36
2025 Q3	$654K	Hold	5,856	–	–	0.25%	36
2025 Q2	$618K	Hold	5,856	–	–	0.25%	36
2025 Q1	$651K	Hold	5,856	–	–	0.27%	32
2024 Q4	$606K	Sell	5,856 -69	-1%	-$7.52K	0.25%	35
2024 Q3	$662K	Hold	5,925	–	–	0.27%	35
2024 Q2	$529K	Hold	5,925	–	–	0.23%	39
2024 Q1	$489K	Hold	5,925	–	–	0.23%	42
2023 Q4	$489K	Buy	5,925 +56	+1%	+$4.51K	0.23%	42
2023 Q3	$450K	Buy	5,869 +32	+0.5%	+$2.38K	0.22%	43
2023 Q2	$407K	Buy	5,837 +124	+2%	+$8.3K	0.17%	42
2023 Q1	$369K	Buy	5,713 +34	+0.6%	+$2.33K	0.15%	44
2022 Q4	$409K	Buy	5,679 +29	+0.5%	+$1.94K	0.18%	42
2022 Q3	$318K	Buy	5,650 +36	+0.6%	+$2.12K	0.15%	41
2022 Q2	$311K	Buy	5,614 +36	+0.6%	+$2.13K	0.14%	41
2022 Q1	$359K	Buy	5,578 +274	+5%	+$17.2K	0.14%	42
2021 Q4	$310K	Hold	5,304	–	–	0.12%	43
2021 Q3	$276K	Hold	5,304	–	–	0.11%	45
2021 Q2	$285K	Hold	5,304	–	–	0.12%	42
2021 Q1	$271K	Buy	5,304 +86	+2%	+$4.13K	0.12%	41
2020 Q4	$232K	Buy	+5,218	New	+$214K	0.12%	43

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Biltmore Wealth Management's AFL Position: Q2 2026 in Review

Biltmore Wealth Management held its Aflac (AFL) position steady in Q2 2026 at 5,856 shares worth $687K. The position accounts for 0.21% of the portfolio, ranked #37.

Biltmore Wealth Management first reported a position in AFL in Q4 2020 and has held it in 23 quarters since. 469 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Biltmore Wealth Management held 5,856 shares of Aflac worth $687K as of Q2 2026.
Biltmore Wealth Management left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.21% of Biltmore Wealth Management's portfolio in Q2 2026, its #37 holding.
Biltmore Wealth Management first reported a position in Aflac in Q4 2020 and has held it in 23 quarters since.
469 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.