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Diversify Wealth Management’s Aflac AFL Stock Holding History

Diversify Wealth Management’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 		$920K Buy
7,268
+2,111
+41% +$243K 0.02% 659
2026
Q1 		$599K Buy
5,157
+1,721
+50% +$191K 0.01% 751
2025
Q4 		$371K Buy
3,436
+26
+0.8% +$2.86K 0.02% 499
2025
Q3 		$365K Buy
3,410
+7
+0.2% +$735 0.02% 428
2025
Q2 		$352K Sell
3,403
-11
-0.3% -$1.16K 0.02% 427
2025
Q1 		$371K Sell
3,414
-3
-0.1% -$318 0.03% 406
2024
Q4 		$345K Buy
+3,417
New +$373K 0.03% 414

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's AFL Position: Q2 2026 in Review

Diversify Wealth Management increased its Aflac (AFL) stake by 41% in Q2 2026, buying an estimated $243K and bringing the position to 7,268 shares worth $920K. The position accounts for 0.02% of the portfolio, ranked #659.

Diversify Wealth Management first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Diversify Wealth Management held 7,268 shares of Aflac worth $920K as of Q2 2026.
  • Diversify Wealth Management bought 2,111 Aflac shares in Q2 2026, an estimated $243K.
  • Aflac made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #659 holding.
  • Diversify Wealth Management first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.