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Circle Wealth Management’s Aflac AFL Stock Holding History

Circle Wealth Management’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 		$222K Hold
1,896
– – ﹤0.01% 246
2026
Q1 		$208K Buy
1,896
+30
+2% +$3.33K ﹤0.01% 259
2025
Q4 		$206K Buy
1,866
+5
+0.3% +$551 ﹤0.01% 238
2025
Q3 		$208K Buy
+1,861
New +$195K ﹤0.01% 218

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 $3.37T AUM 44.26% 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

Circle Wealth Management's AFL Position: Q2 2026 in Review

Circle Wealth Management held its Aflac (AFL) position steady in Q2 2026 at 1,896 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Circle Wealth Management first reported a position in AFL in Q3 2025 and has held it in 4 quarters since. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Circle Wealth Management held 1,896 shares of Aflac worth $222K as of Q2 2026.
  • Circle Wealth Management left its Aflac share count unchanged in Q2 2026.
  • Aflac made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Circle Wealth Management first reported a position in Aflac in Q3 2025 and has held it in 4 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.