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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
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

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

Cypress Wealth Services's AFL Position: Q2 2026 in Review

Cypress Wealth Services reduced its Aflac (AFL) stake by 16% in Q2 2026, selling an estimated $50.9K and leaving 2,323 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #361.

Cypress Wealth Services first reported a position in AFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $303K in Q1 2026. 558 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Cypress Wealth Services held 2,323 shares of Aflac worth $272K as of Q2 2026.
  • Cypress Wealth Services sold 442 Aflac shares in Q2 2026, an estimated $50.9K.
  • Aflac made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #361 holding.
  • Cypress Wealth Services first reported a position in Aflac in Q4 2025 and has held it in 3 quarters since.
  • Cypress Wealth Services's Aflac position peaked at $303K in Q1 2026.
  • 558 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.