Burkett Financial Services’s Aflac AFL Stock Holding History

Burkett Financial Services’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	$4.64K	Hold	41	–	–	﹤0.01%	326
2026 Q2	$4.84K	Hold	41	–	–	﹤0.01%	208
2026 Q1	$4.51K	Buy	41 +1	+3%	+$111	﹤0.01%	191
2025 Q4	$4.51K	Sell	40 -1	-2%	-$110	﹤0.01%	181
2025 Q3	$4.54K	Buy	41 +1	+3%	+$105	﹤0.01%	175
2025 Q2	$4.26K	Hold	40	–	–	﹤0.01%	173
2025 Q1	$4.47K	Hold	40	–	–	﹤0.01%	193
2024 Q4	$4.14K	Hold	40	–	–	﹤0.01%	166
2024 Q3	$4.47K	Buy	+40	New	+$4.07K	﹤0.01%	156

Other funds holding AFL

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Burkett Financial Services's AFL Position: Q3 2026 in Review

Burkett Financial Services held its Aflac (AFL) position steady in Q3 2026 at 41 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Burkett Financial Services first reported a position in AFL in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.84K in Q2 2026. 79 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

Burkett Financial Services held 41 shares of Aflac worth $4.64K as of Q3 2026.
Burkett Financial Services left its Aflac share count unchanged in Q3 2026.
Aflac made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #326 holding.
Burkett Financial Services first reported a position in Aflac in Q3 2024 and has held it in 9 quarters since.
Burkett Financial Services's Aflac position peaked at $4.84K in Q2 2026.
79 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.