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Bullock Wealth Management’s Aflac AFL Stock Holding History

Bullock 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 		$1.44M Sell
12,120
-2,278
-16% -$262K 0.62% 36
2026
Q1 		$1.58M Sell
14,398
-1,354
-9% -$150K 0.79% 22
2025
Q4 		$1.74M Buy
15,752
+1,043
+7% +$115K 0.85% 22
2025
Q3 		$1.63M Buy
14,709
+49
+0.3% +$5.15K 0.81% 23
2025
Q2 		$1.55M Buy
14,660
+94
+0.6% +$9.88K 0.82% 21
2025
Q1 		$1.64M Buy
14,566
+175
+1% +$18.6K 0.92% 18
2024
Q4 		$1.49M Buy
14,391
+338
+2% +$36.9K 0.87% 19
2024
Q3 		$1.59M Buy
14,053
+636
+5% +$64.6K 0.96% 17
2024
Q2 		$1.19M Sell
13,417
-169
-1% -$14.5K 0.78% 18
2024
Q1 		$1.16M Buy
+13,586
New +$1.11M 0.78% 19

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management reduced its Aflac (AFL) stake by 16% in Q2 2026, selling an estimated $262K and leaving 12,120 shares worth $1.44M. The position accounts for 0.62% of the portfolio, ranked #36.

Bullock Wealth Management first reported a position in AFL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.74M in Q4 2025. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Bullock Wealth Management held 12,120 shares of Aflac worth $1.44M as of Q2 2026.
  • Bullock Wealth Management sold 2,278 Aflac shares in Q2 2026, an estimated $262K.
  • Aflac made up 0.62% of Bullock Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Bullock Wealth Management first reported a position in Aflac in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Aflac position peaked at $1.74M in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.