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BXM Wealth’s Aflac AFL Stock Holding History

BXM Wealth’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 		$454K Hold
3,872
– – 0.25% 94
2026
Q1 		$425K Hold
3,872
– – 0.33% 71
2025
Q4 		$427K Buy
3,872
+400
+12% +$44.1K 0.33% 64
2025
Q3 		$388K Hold
3,472
– – 0.37% 80
2025
Q2 		$366K Hold
3,472
– – 0.44% 65
2025
Q1 		$386K Hold
3,472
– – 0.46% 63
2024
Q4 		$359K Buy
+3,472
New +$379K 0.5% 58

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

BXM Wealth's AFL Position: Q2 2026 in Review

BXM Wealth held its Aflac (AFL) position steady in Q2 2026 at 3,872 shares worth $454K. The position accounts for 0.25% of the portfolio, ranked #94.

BXM Wealth first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. 560 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • BXM Wealth held 3,872 shares of Aflac worth $454K as of Q2 2026.
  • BXM Wealth left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.25% of BXM Wealth's portfolio in Q2 2026, its #94 holding.
  • BXM Wealth first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
  • 560 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.