CWS
AFL icon

Confluence Wealth Services’s Aflac AFL Stock Holding History

Confluence Wealth 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 		$1.41M Buy
12,058
+206
+2% +$23.7K 0.04% 191
2026
Q1 		$1.3M Sell
11,852
-71
-0.6% -$7.87K 0.05% 163
2025
Q4 		$1.31M Buy
11,923
+96
+0.8% +$10.6K 0.05% 151
2025
Q3 		$1.32M Buy
11,827
+97
+0.8% +$10.2K 0.07% 145
2025
Q2 		$1.24M Buy
11,730
+132
+1% +$13.9K 0.07% 151
2025
Q1 		$1.26M Buy
11,598
+116
+1% +$12.3K 0.08% 127
2024
Q4 		$1.2M Buy
11,482
+60
+0.5% +$6.54K 0.08% 132
2024
Q3 		$1.28M Buy
11,422
+195
+2% +$19.8K 0.09% 117
2024
Q2 		$1M Sell
11,227
-97,893
-90% -$8.42M 0.08% 148
2024
Q1 		$938K Buy
109,120
+98,998
+978% +$8.12M 0.08% 132
2023
Q4 		$835K Sell
10,122
-127
-1% -$10.2K 0.09% 133
2023
Q3 		$787K Sell
10,249
-9
-0.1% -$668 0.16% 106
2023
Q2 		$716K Sell
10,258
-493
-5% -$33K 0.15% 120
2023
Q1 		$694K Buy
10,751
+172
+2% +$11.8K 0.16% 114
2022
Q4 		$761K Sell
10,579
-192
-2% -$12.9K 0.2% 102
2022
Q3 		$605K Sell
10,771
-493
-4% -$29K 0.26% 110
2022
Q2 		$705K Buy
11,264
+208
+2% +$12.3K 0.31% 109
2022
Q1 		$711K Sell
11,056
-1,293
-10% -$81K 0.26% 107
2021
Q4 		$721K Buy
+12,349
New +$692K 0.23% 105

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

Confluence Wealth Services's AFL Position: Q2 2026 in Review

Confluence Wealth Services increased its Aflac (AFL) stake by 1.7% in Q2 2026, buying an estimated $23.7K and bringing the position to 12,058 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #191.

Confluence Wealth Services first reported a position in AFL in Q4 2021 and has held it in 19 quarters since. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Confluence Wealth Services held 12,058 shares of Aflac worth $1.41M as of Q2 2026.
  • Confluence Wealth Services bought 206 Aflac shares in Q2 2026, an estimated $23.7K.
  • Aflac made up 0.04% of Confluence Wealth Services's portfolio in Q2 2026, its #191 holding.
  • Confluence Wealth Services first reported a position in Aflac in Q4 2021 and has held it in 19 quarters since.
  • 1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.