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CBIZ Investment Advisory Services’s Aflac AFL Stock Holding History

CBIZ Investment Advisory 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
Q2 		$2.41K Hold
22
– – ﹤0.01% 316
2026
Q1 		$2.41K Sell
22
-57
-72% -$6.32K ﹤0.01% 316
2025
Q4 		$8.71K Hold
79
– – ﹤0.01% 409
2025
Q3 		$8.82K Sell
79
-314
-80% -$33K ﹤0.01% 358
2025
Q2 		$41.4K Buy
393
+5
+1% +$525 ﹤0.01% 155
2025
Q1 		$43.1K Buy
388
+15
+4% +$1.59K ﹤0.01% 129
2024
Q4 		$38.6K Hold
373
– – ﹤0.01% 130
2024
Q3 		$41.7K Hold
373
– – ﹤0.01% 121
2024
Q2 		$33.3K Hold
373
– – ﹤0.01% 122
2024
Q1 		$32K Buy
+373
New +$30.6K ﹤0.01% 121

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

CBIZ Investment Advisory Services's AFL Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Aflac (AFL) position steady in Q2 2026 at 22 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

CBIZ Investment Advisory Services first reported a position in AFL in Q1 2024 and has held it in 10 quarters since. The position peaked at $43.1K in Q1 2025. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • CBIZ Investment Advisory Services held 22 shares of Aflac worth $2.41K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Aflac share count unchanged in Q2 2026.
  • Aflac made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #316 holding.
  • CBIZ Investment Advisory Services first reported a position in Aflac in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Aflac position peaked at $43.1K in Q1 2025.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.