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COMPASS FINANCIAL MANAGEMENT LLC’s Aflac AFL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$18.4K Buy
+147
New +$16.9K ﹤0.01% 914

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

COMPASS FINANCIAL MANAGEMENT LLC's AFL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Aflac (AFL) in Q2 2026: 147 shares worth $18.4K. The stake represents ﹤0.01% of the portfolio and ranks #914 among its holdings.

1,379 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 147 shares of Aflac worth $18.4K as of Q2 2026.
  • Aflac was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Aflac made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #914 holding.
  • 1,379 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.