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Broadwater Capital’s Aflac AFL Stock Holding History

Broadwater Capital’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 		$16.2K Hold
138
– – 0.01% 138
2026
Q1 		$15.2K Hold
138
– – 0.01% 139
2025
Q4 		$15.2K Hold
138
– – 0.01% 139
2025
Q3 		$15.4K Hold
138
– – 0.01% 144
2025
Q2 		$14.6M Hold
138
– – 0.01% 146
2025
Q1 		$15.3K Hold
138
– – 0.01% 140
2024
Q4 		$14.3K Hold
138
– – 0.01% 152
2024
Q3 		$15.4K Hold
138
– – 0.01% 154
2024
Q2 		$12.3K Hold
138
– – 0.01% 163
2024
Q1 		$11.8K Hold
138
– – 0.01% 164
2023
Q4 		$11.4K Buy
+138
New +$11.1K 0.01% 163

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Broadwater Capital's AFL Position: Q2 2026 in Review

Broadwater Capital held its Aflac (AFL) position steady in Q2 2026 at 138 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #138.

Broadwater Capital first reported a position in AFL in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.6M in Q2 2025. 932 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Broadwater Capital held 138 shares of Aflac worth $16.2K as of Q2 2026.
  • Broadwater Capital left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #138 holding.
  • Broadwater Capital first reported a position in Aflac in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Aflac position peaked at $14.6M in Q2 2025.
  • 932 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.