CLA (CliftonLarsonAllen) Wealth Advisors’s Aflac AFL Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	–	Sell	-17,947	Closed	-$1.97M	–	254
2026 Q1	$1.97M	Sell	17,947 -125	-0.7%	-$13.9K	0.03%	147
2025 Q4	$1.99M	Buy	18,072 +146	+0.8%	+$16.1K	0.03%	136
2025 Q3	$2M	Buy	17,926 +8	+0%	+$840	0.03%	133
2025 Q2	$1.89M	Sell	17,918 -1,117	-6%	-$117K	0.03%	133
2025 Q1	$2.12M	Sell	19,035 -12,343	-39%	-$1.31M	0.04%	121
2024 Q4	$3.25M	Buy	+31,378	New	+$3.42M	0.06%	83
2017 Q4	–	Sell	-20,506	Closed	-$834K	–	125
2017 Q3	$834K	Buy	20,506 +230	+1%	+$9.26K	0.09%	105
2017 Q2	$788K	Sell	20,276 -3,096	-13%	-$116K	0.09%	102
2017 Q1	$846K	Buy	23,372 +3,288	+16%	+$117K	0.09%	101
2016 Q4	$699K	Buy	+20,084	New	+$707K	0.08%	106

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's AFL Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Aflac (AFL) in Q2 2026, closing a stake of 17,947 shares — an estimated $1.97M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AFL in Q4 2016 and held it in 10 quarters. The position peaked at $3.25M in Q4 2024. 1,695 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Aflac position as of Q2 2026 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 17,947 Aflac shares in Q2 2026, an estimated $1.97M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Aflac in Q4 2016 and held it in 10 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Aflac position peaked at $3.25M in Q4 2024.
1,695 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.