Burney Company’s Aflac AFL Stock Holding History

Burney Company’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	$5.52M	Sell	47,079 -595	-1%	-$68.5K	0.15%	120
2026 Q1	$5.23M	Sell	47,674 -610	-1%	-$67.6K	0.16%	113
2025 Q4	$5.32M	Sell	48,284 -146	-0.3%	-$16.1K	0.17%	129
2025 Q3	$5.41M	Sell	48,430 -786	-2%	-$82.6K	0.17%	128
2025 Q2	$5.19M	Sell	49,216 -1,607	-3%	-$169K	0.18%	127
2025 Q1	$5.65M	Sell	50,823 -4,423	-8%	-$469K	0.21%	107
2024 Q4	$5.71M	Sell	55,246 -338	-0.6%	-$36.9K	0.2%	106
2024 Q3	$6.21M	Sell	55,584 -847	-2%	-$86.1K	0.22%	109
2024 Q2	$5.04M	Sell	56,431 -2,356	-4%	-$203K	0.19%	123
2024 Q1	$5.05M	Sell	58,787 -2,021	-3%	-$166K	0.19%	127
2023 Q4	$5.02M	Sell	60,808 -998	-2%	-$80.4K	0.21%	127
2023 Q3	$4.74M	Sell	61,806 -3,342	-5%	-$248K	0.22%	119
2023 Q2	$4.55M	Sell	65,148 -3,546	-5%	-$237K	0.21%	132
2023 Q1	$4.43M	Buy	68,694 +659	+1%	+$45.1K	0.22%	134
2022 Q4	$4.89M	Sell	68,035 -375	-0.5%	-$25.1K	0.25%	115
2022 Q3	$3.85M	Sell	68,410 -321	-0.5%	-$18.9K	0.21%	134
2022 Q2	$3.8M	Sell	68,731 -1,030	-1%	-$60.8K	0.2%	134
2022 Q1	$4.49M	Sell	69,761 -500	-0.7%	-$31.3K	0.21%	133
2021 Q4	$4.1M	Sell	70,261 -411	-0.6%	-$23K	0.18%	154
2021 Q3	$3.68M	Sell	70,672 -794	-1%	-$43.4K	0.17%	155
2021 Q2	$3.83M	Sell	71,466 -902	-1%	-$49.2K	0.18%	152
2021 Q1	$3.7M	Sell	72,368 -2,533	-3%	-$122K	0.18%	149
2020 Q4	$3.33M	Sell	74,901 -3,226	-4%	-$132K	0.18%	153
2020 Q3	$2.84M	Sell	78,127 -3,244	-4%	-$118K	0.18%	161
2020 Q2	$2.93M	Sell	81,371 -293	-0.4%	-$10.6K	0.19%	153
2020 Q1	$2.8M	Sell	81,664 -3,381	-4%	-$155K	0.21%	130
2019 Q4	$4.5M	Sell	85,045 -3,700	-4%	-$196K	0.25%	120
2019 Q3	$4.64M	Sell	88,745 -1,748	-2%	-$92.3K	0.28%	111
2019 Q2	$4.96M	Sell	90,493 -2,348	-3%	-$121K	0.3%	108
2019 Q1	$4.64M	Sell	92,841 -2,215	-2%	-$107K	0.29%	113
2018 Q4	$4.33M	Sell	95,056 -2,080	-2%	-$92.5K	0.3%	109
2018 Q3	$4.57M	Sell	97,136 -2,510	-3%	-$115K	0.27%	115
2018 Q2	$4.29M	Sell	99,646 -2,249	-2%	-$101K	0.25%	123
2018 Q1	$4.46M	Sell	101,895 -228,055	-69%	-$10.1M	0.28%	115
2017 Q4	$14.5M	Sell	329,950 -614	-0.2%	-$26.2K	0.82%	33
2017 Q3	$13.6M	Sell	330,564 -15,754	-5%	-$634K	0.88%	26
2017 Q2	$13.4M	Sell	346,318 -2,192	-0.6%	-$82.4K	0.88%	30
2017 Q1	$12.6M	Buy	348,510 +3,008	+0.9%	+$107K	0.83%	36
2016 Q4	$12M	Buy	345,502 +12,796	+4%	+$451K	0.82%	33
2016 Q3	$12.1M	Sell	332,706 -6,616	-2%	-$241K	0.85%	33
2016 Q2	$12.2M	Sell	339,322 -3,522	-1%	-$120K	0.88%	30
2016 Q1	$10.8M	Sell	342,844 -1,366	-0.4%	-$40.6K	0.79%	35
2015 Q4	$10.4M	Sell	344,210 -12,244	-3%	-$381K	0.77%	42
2015 Q3	$10.4M	Sell	356,454 -9,062	-2%	-$274K	0.8%	40
2015 Q2	$11.4M	Sell	365,516 -7,014	-2%	-$222K	0.77%	43
2015 Q1	$11.9M	Buy	372,530 +3,748	+1%	+$114K	0.82%	36
2014 Q4	$11.3M	Sell	368,782 -17,440	-5%	-$515K	0.89%	33
2014 Q3	$11.2M	Buy	386,222 +50,116	+15%	+$1.53M	0.96%	27
2014 Q2	$10.5M	Buy	336,106 +30,060	+10%	+$938K	0.91%	31
2014 Q1	$9.65M	Buy	306,046 +10,302	+3%	+$327K	0.88%	34
2013 Q4	$9.88M	Sell	295,744 -4,598	-2%	-$151K	0.96%	25
2013 Q3	$9.31M	Buy	300,342 +14,498	+5%	+$436K	1.04%	21
2013 Q2	$8.31M	Buy	+285,844	New	+$7.75M	1.04%	22

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $147M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Burney Company's AFL Position: Q2 2026 in Review

Burney Company reduced its Aflac (AFL) stake by 1.2% in Q2 2026, selling an estimated $68.5K and leaving 47,079 shares worth $5.52M. The position accounts for 0.15% of the portfolio, ranked #120.

Burney Company first reported a position in AFL in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.5M in Q4 2017. 276 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Burney Company held 47,079 shares of Aflac worth $5.52M as of Q2 2026.
Burney Company sold 595 Aflac shares in Q2 2026, an estimated $68.5K.
Aflac made up 0.15% of Burney Company's portfolio in Q2 2026, its #120 holding.
Burney Company first reported a position in Aflac in Q2 2013 and has held it in 53 quarters since.
Burney Company's Aflac position peaked at $14.5M in Q4 2017.
276 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.