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BKM Wealth Management’s Aflac AFL Stock Holding History

BKM 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 		$207K Sell
1,767
-331
-16% -$38.1K 0.07% 144
2026
Q1 		$230K Sell
2,098
-811
-28% -$89.9K 0.08% 141
2025
Q4 		$321K Sell
2,909
-716
-20% -$78.9K 0.12% 122
2025
Q3 		$405K Sell
3,625
-22,091
-86% -$2.32M 0.15% 111
2025
Q2 		$2.71M Sell
25,716
-186
-0.7% -$19.5K 1.06% 24
2025
Q1 		$2.88M Buy
25,902
+2,015
+8% +$214K 1.19% 19
2024
Q4 		$2.47M Buy
23,887
+402
+2% +$43.8K 1.01% 25
2024
Q3 		$2.63M Buy
23,485
+1,897
+9% +$193K 1.07% 23
2024
Q2 		$1.93M Buy
21,588
+179
+0.8% +$15.4K 0.93% 31
2024
Q1 		$1.84M Buy
21,409
+2,525
+13% +$207K 0.79% 35
2023
Q4 		$1.56M Buy
+18,884
New +$1.52M 0.66% 41

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

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

BKM Wealth Management reduced its Aflac (AFL) stake by 16% in Q2 2026, selling an estimated $38.1K and leaving 1,767 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #144.

BKM Wealth Management first reported a position in AFL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.88M in Q1 2025. 1,698 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • BKM Wealth Management held 1,767 shares of Aflac worth $207K as of Q2 2026.
  • BKM Wealth Management sold 331 Aflac shares in Q2 2026, an estimated $38.1K.
  • Aflac made up 0.07% of BKM Wealth Management's portfolio in Q2 2026, its #144 holding.
  • BKM Wealth Management first reported a position in Aflac in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's Aflac position peaked at $2.88M in Q1 2025.
  • 1,698 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.