Crestmont Private Wealth’s Aflac AFL Stock Holding History

Crestmont Private 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	$319K	Buy	2,719 +155	+6%	+$17.8K	0.09%	82
2026 Q1	$281K	Buy	+2,564	New	+$284K	0.09%	85

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

Crestmont Private Wealth's AFL Position: Q2 2026 in Review

Crestmont Private Wealth increased its Aflac (AFL) stake by 6% in Q2 2026, buying an estimated $17.8K and bringing the position to 2,719 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #82.

Crestmont Private Wealth first reported a position in AFL in Q1 2026 and has held it in 2 quarters since. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Crestmont Private Wealth held 2,719 shares of Aflac worth $319K as of Q2 2026.
Crestmont Private Wealth bought 155 Aflac shares in Q2 2026, an estimated $17.8K.
Aflac made up 0.09% of Crestmont Private Wealth's portfolio in Q2 2026, its #82 holding.
Crestmont Private Wealth first reported a position in Aflac in Q1 2026 and has held it in 2 quarters since.
1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.