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Copia Wealth Management’s Aflac AFL Stock Holding History

Copia 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 		$89K Hold
759
– – 0.05% 158
2026
Q1 		$83.3K Hold
759
– – 0.06% 153
2025
Q4 		$83.7K Hold
759
– – 0.06% 160
2025
Q3 		$84.8K Buy
759
+564
+289% +$59.2K 0.06% 147
2025
Q2 		$20.6K Hold
195
– – 0.02% 238
2025
Q1 		$21.7K Hold
195
– – 0.02% 217
2024
Q4 		$20.2K Buy
+195
New +$21.3K 0.02% 211

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

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

Copia Wealth Management held its Aflac (AFL) position steady in Q2 2026 at 759 shares worth $89K. The position accounts for 0.05% of the portfolio, ranked #158.

Copia Wealth Management first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. 1,692 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Copia Wealth Management held 759 shares of Aflac worth $89K as of Q2 2026.
  • Copia Wealth Management left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.05% of Copia Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Copia Wealth Management first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
  • 1,692 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.