Cypress Wealth Services
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Cypress Wealth Services’s Aflac AFL Stock Holding History

Cypress 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
Q3 		$265K Buy
2,331
+8
+0.3% +$959 0.03% 357
2026
Q2 		$272K Sell
2,323
-442
-16% -$50.9K 0.03% 361
2026
Q1 		$303K Buy
2,765
+48
+2% +$5.32K 0.04% 301
2025
Q4 		$300K Buy
+2,717
New +$299K 0.04% 305

Other funds holding AFL

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cypress Wealth Services's AFL Position: Q3 2026 in Review

Cypress Wealth Services increased its Aflac (AFL) stake by 0.34% in Q3 2026, buying an estimated $959 and bringing the position to 2,331 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #357.

Cypress Wealth Services first reported a position in AFL in Q4 2025 and has held it in 4 quarters since. The position peaked at $303K in Q1 2026. 864 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Cypress Wealth Services held 2,331 shares of Aflac worth $265K as of Q3 2026.
  • Cypress Wealth Services bought 8 Aflac shares in Q3 2026, an estimated $959.
  • Aflac made up 0.03% of Cypress Wealth Services's portfolio in Q3 2026, its #357 holding.
  • Cypress Wealth Services first reported a position in Aflac in Q4 2025 and has held it in 4 quarters since.
  • Cypress Wealth Services's Aflac position peaked at $303K in Q1 2026.
  • 864 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.