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Caliber Wealth Management (Kansas)’s Aflac AFL Stock Holding History

Caliber Wealth Management (Kansas)’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 		$473K Buy
4,035
+1,518
+60% +$175K 0.05% 193
2026
Q1 		$276K Buy
2,517
+53
+2% +$5.87K 0.03% 225
2025
Q4 		$272K Buy
2,464
+400
+19% +$44.1K 0.03% 226
2025
Q3 		$231K Sell
2,064
-118
-5% -$12.4K 0.03% 229
2025
Q2 		$230K Buy
2,182
+5
+0.2% +$525 0.02% 257
2025
Q1 		$242K Buy
+2,177
New +$231K 0.03% 216

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

Caliber Wealth Management (Kansas)'s AFL Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Aflac (AFL) stake by 60% in Q2 2026, buying an estimated $175K and bringing the position to 4,035 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #193.

Caliber Wealth Management (Kansas) first reported a position in AFL in Q1 2025 and has held it in 6 quarters since. 534 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 4,035 shares of Aflac worth $473K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 1,518 Aflac shares in Q2 2026, an estimated $175K.
  • Aflac made up 0.05% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #193 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Aflac in Q1 2025 and has held it in 6 quarters since.
  • 534 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.