CWP
AFL icon

Cyndeo Wealth Partners’s Aflac AFL Stock Holding History

Cyndeo Wealth Partners’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 		$543K Buy
4,631
+47
+1% +$5.41K 0.03% 341
2026
Q1 		$503K Buy
4,584
+43
+0.9% +$4.77K 0.03% 326
2025
Q4 		$501K Sell
4,541
-2
-0% -$220 0.03% 317
2025
Q3 		$507K Sell
4,543
-73
-2% -$7.67K 0.03% 305
2025
Q2 		$487K Buy
4,616
+491
+12% +$51.6K 0.03% 312
2025
Q1 		$459K Sell
4,125
-7
-0.2% -$742 0.03% 312
2024
Q4 		$427K Hold
4,132
– – 0.03% 321
2024
Q3 		$462K Buy
4,132
+189
+5% +$19.2K 0.03% 308
2024
Q2 		$352K Sell
3,943
-25
-0.6% -$2.15K 0.03% 321
2024
Q1 		$341K Buy
3,968
+1,187
+43% +$97.3K 0.03% 311
2023
Q4 		$229K Buy
2,781
+21
+0.8% +$1.69K 0.02% 337
2023
Q3 		$212K Buy
+2,760
New +$205K 0.02% 317

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cyndeo Wealth Partners's AFL Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Aflac (AFL) stake by 1% in Q2 2026, buying an estimated $5.41K and bringing the position to 4,631 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #341.

Cyndeo Wealth Partners first reported a position in AFL in Q3 2023 and has held it in 12 quarters since. 567 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Cyndeo Wealth Partners held 4,631 shares of Aflac worth $543K as of Q2 2026.
  • Cyndeo Wealth Partners bought 47 Aflac shares in Q2 2026, an estimated $5.41K.
  • Aflac made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #341 holding.
  • Cyndeo Wealth Partners first reported a position in Aflac in Q3 2023 and has held it in 12 quarters since.
  • 567 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.