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CreativeOne Wealth’s Aflac AFL Stock Holding History

CreativeOne Wealth’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 		$321K Sell
2,741
-411
-13% -$47.3K 0.01% 959
2026
Q1 		$346K Sell
3,152
-164
-5% -$18.2K 0.01% 929
2025
Q4 		$366K Sell
3,316
-158
-5% -$17.4K 0.01% 881
2025
Q3 		$388K Sell
3,474
-6
-0.2% -$630 0.01% 855
2025
Q2 		$367K Sell
3,480
-475
-12% -$49.9K 0.01% 851
2025
Q1 		$440K Sell
3,955
-2,360
-37% -$250K 0.01% 727
2024
Q4 		$653K Buy
6,315
+3,318
+111% +$362K 0.02% 613
2024
Q3 		$335K Buy
+2,997
New +$305K 0.01% 748
2024
Q2 		– Sell
-4,350
Closed -$373K – 764
2024
Q1 		$373K Buy
+4,350
New +$357K 0.01% 656
2022
Q2 		– Sell
-3,995
Closed -$257K – 712
2022
Q1 		$257K Sell
3,995
-32
-0.8% -$2K 0.01% 626
2021
Q4 		$235K Sell
4,027
-148
-4% -$8.29K 0.01% 665
2021
Q3 		$218K Sell
4,175
-811
-16% -$44.3K 0.01% 645
2021
Q2 		$268K Buy
4,986
+122
+3% +$6.65K 0.02% 571
2021
Q1 		$249K Buy
+4,864
New +$233K 0.02% 487

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

CreativeOne Wealth's AFL Position: Q2 2026 in Review

CreativeOne Wealth reduced its Aflac (AFL) stake by 13% in Q2 2026, selling an estimated $47.3K and leaving 2,741 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #959.

CreativeOne Wealth first reported a position in AFL in Q1 2021 and has held it in 14 quarters since. The position peaked at $653K in Q4 2024. 1,697 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • CreativeOne Wealth held 2,741 shares of Aflac worth $321K as of Q2 2026.
  • CreativeOne Wealth sold 411 Aflac shares in Q2 2026, an estimated $47.3K.
  • Aflac made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #959 holding.
  • CreativeOne Wealth first reported a position in Aflac in Q1 2021 and has held it in 14 quarters since.
  • CreativeOne Wealth's Aflac position peaked at $653K in Q4 2024.
  • 1,697 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.