Brendel Financial Advisors’s Aflac AFL Stock Holding History

Brendel Financial 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	$474K	Buy	4,045 +480	+13%	+$55.3K	0.22%	61
2026 Q1	$391K	Sell	3,565 -168	-5%	-$18.6K	0.19%	65
2025 Q4	$412K	Sell	3,733 -29,677	-89%	-$3.27M	0.2%	67
2025 Q3	$3.73M	Buy	33,410 +29,303	+713%	+$3.08M	1.92%	21
2025 Q2	$433K	Sell	4,107 -32,484	-89%	-$3.41M	0.24%	64
2025 Q1	$4.07M	Sell	36,591 -236	-0.6%	-$25K	2.47%	8
2024 Q4	$3.81M	Sell	36,827 -1,751	-5%	-$191K	2.3%	11
2024 Q3	$4.31M	Sell	38,578 -689	-2%	-$70K	2.45%	7
2024 Q2	$3.51M	Sell	39,267 -3,259	-8%	-$280K	2.23%	8
2024 Q1	$3.65M	Buy	42,526 +39,760	+1,437%	+$3.26M	4.18%	5
2023 Q4	$228K	Buy	+2,766	New	+$223K	0.15%	81
2023 Q2	–	Sell	-27,166	Closed	-$1.75M	–	49
2023 Q1	$1.75M	Buy	+27,166	New	+$1.86M	1.3%	34
2022 Q2	–	Sell	-67,411	Closed	-$4.34M	–	91
2022 Q1	$4.34M	Buy	+67,411	New	+$4.22M	2.36%	10
2021 Q3	–	Sell	-21,634	Closed	-$1.16M	–	64
2021 Q2	$1.16M	Buy	21,634 +4,419	+26%	+$241K	0.64%	47
2021 Q1	$881K	Sell	17,215 -790	-4%	-$37.9K	0.59%	47
2020 Q4	$801K	Buy	+18,005	New	+$737K	0.54%	49
2019 Q3	–	Sell	-9,554	Closed	-$524K	–	81
2019 Q2	$524K	Buy	9,554 +171	+2%	+$8.82K	0.51%	48
2019 Q1	$469K	Buy	9,383 +4,360	+87%	+$210K	0.42%	54
2018 Q4	$229K	Buy	+5,023	New	+$223K	0.26%	71

Other funds holding AFL

JPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brendel Financial Advisors's AFL Position: Q2 2026 in Review

Brendel Financial Advisors increased its Aflac (AFL) stake by 13% in Q2 2026, buying an estimated $55.3K and bringing the position to 4,045 shares worth $474K. The position accounts for 0.22% of the portfolio, ranked #61.

Brendel Financial Advisors first reported a position in AFL in Q4 2018 and has held it in 19 quarters since. The position peaked at $4.34M in Q1 2022. 1,692 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Brendel Financial Advisors held 4,045 shares of Aflac worth $474K as of Q2 2026.
Brendel Financial Advisors bought 480 Aflac shares in Q2 2026, an estimated $55.3K.
Aflac made up 0.22% of Brendel Financial Advisors's portfolio in Q2 2026, its #61 holding.
Brendel Financial Advisors first reported a position in Aflac in Q4 2018 and has held it in 19 quarters since.
Brendel Financial Advisors's Aflac position peaked at $4.34M in Q1 2022.
1,692 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.