BKM Wealth Management
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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
Q3 		– Sell
-1,767
Closed -$207K – 155
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

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BKM Wealth Management's AFL Position: Q3 2026 in Review

BKM Wealth Management sold out of Aflac (AFL) in Q3 2026, closing a stake of 1,767 shares — an estimated $207K sold.

BKM Wealth Management first reported a position in AFL in Q4 2023 and held it in 11 quarters. The position peaked at $2.88M in Q1 2025. 1,192 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • BKM Wealth Management reported no remaining Aflac position as of Q3 2026 after selling out during the quarter.
  • BKM Wealth Management sold 1,767 Aflac shares in Q3 2026, an estimated $207K.
  • BKM Wealth Management first reported a position in Aflac in Q4 2023 and held it in 11 quarters.
  • BKM Wealth Management's Aflac position peaked at $2.88M in Q1 2025.
  • 1,192 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.