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BSW Wealth Partners’s Aflac AFL Stock Holding History

BSW Wealth Partners’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 		$271K Buy
2,308
+378
+20% +$43.5K 0.03% 272
2026
Q1 		$212K Buy
+1,930
New +$214K 0.03% 298
2025
Q3 		– Sell
-2,545
Closed -$268K – 325
2025
Q2 		$268K Sell
2,545
-96
-4% -$10.1K 0.04% 261
2025
Q1 		$294K Buy
+2,641
New +$280K 0.04% 235
2024
Q3 		– Sell
-2,443
Closed -$218K – 305
2024
Q2 		$218K Buy
2,443
+53
+2% +$4.56K 0.04% 266
2024
Q1 		$205K Buy
+2,390
New +$196K 0.03% 278
2022
Q2 		– Sell
-3,862
Closed -$249K – 279
2022
Q1 		$249K Buy
+3,862
New +$242K 0.06% 234

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BSW Wealth Partners's AFL Position: Q2 2026 in Review

BSW Wealth Partners increased its Aflac (AFL) stake by 20% in Q2 2026, buying an estimated $43.5K and bringing the position to 2,308 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #272.

BSW Wealth Partners first reported a position in AFL in Q1 2022 and has held it in 7 quarters since. The position peaked at $294K in Q1 2025. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • BSW Wealth Partners held 2,308 shares of Aflac worth $271K as of Q2 2026.
  • BSW Wealth Partners bought 378 Aflac shares in Q2 2026, an estimated $43.5K.
  • Aflac made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #272 holding.
  • BSW Wealth Partners first reported a position in Aflac in Q1 2022 and has held it in 7 quarters since.
  • BSW Wealth Partners's Aflac position peaked at $294K in Q1 2025.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.