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Collaborative Wealth Management’s Aflac AFL Stock Holding History

Collaborative 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 		$457K Hold
3,900
– – 0.19% 75
2026
Q1 		$428K Sell
3,900
-1,457
-27% -$161K 0.2% 83
2025
Q4 		$591K Buy
5,357
+7
+0.1% +$771 0.21% 98
2025
Q3 		$598K Buy
5,350
+8
+0.1% +$840 0.24% 80
2025
Q2 		$563K Sell
5,342
-292
-5% -$30.7K 0.25% 84
2025
Q1 		$626K Sell
5,634
-311
-5% -$33K 0.29% 76
2024
Q4 		$615K Hold
5,945
– – 0.28% 76
2024
Q3 		$665K Buy
5,945
+7
+0.1% +$711 0.3% 74
2024
Q2 		$530K Sell
5,938
-10
-0.2% -$860 0.26% 86
2024
Q1 		$511K Hold
5,948
– – 0.26% 88
2023
Q4 		$491K Sell
5,948
-9
-0.2% -$725 0.27% 81
2023
Q3 		$457K Buy
5,957
+8
+0.1% +$594 0.27% 85
2023
Q2 		$415K Buy
5,949
+9
+0.2% +$602 0.25% 93
2023
Q1 		$383K Buy
5,940
+8
+0.1% +$548 0.24% 104
2022
Q4 		$427K Buy
5,932
+46
+0.8% +$3.08K 0.28% 95
2022
Q3 		$331K Sell
5,886
-20
-0.3% -$1.18K 0.23% 112
2022
Q2 		$327K Buy
+5,906
New +$349K 0.21% 127
2021
Q4 		$343K Buy
+5,877
New +$329K 0.19% 150
2021
Q1 		$380K Buy
+5,906
New +$283K 0.22% 134

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

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

Collaborative Wealth Management held its Aflac (AFL) position steady in Q2 2026 at 3,900 shares worth $457K. The position accounts for 0.19% of the portfolio, ranked #75.

Collaborative Wealth Management first reported a position in AFL in Q1 2021 and has held it in 19 quarters since. The position peaked at $665K in Q3 2024. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Collaborative Wealth Management held 3,900 shares of Aflac worth $457K as of Q2 2026.
  • Collaborative Wealth Management left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.19% of Collaborative Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Collaborative Wealth Management first reported a position in Aflac in Q1 2021 and has held it in 19 quarters since.
  • Collaborative Wealth Management's Aflac position peaked at $665K in Q3 2024.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.