Echo Wealth Management’s Aflac AFL Stock Holding History

Echo 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 Q3	$786K	Hold	7,029	–	–	0.39%	27
2026 Q2	$824K	Hold	7,029	–	–	0.42%	26
2026 Q1	$771K	Hold	7,029	–	–	0.44%	25
2025 Q4	$775K	Hold	7,029	–	–	0.45%	26
2025 Q3	$785K	Hold	7,029	–	–	0.46%	25
2025 Q2	$741K	Hold	7,029	–	–	0.45%	25
2025 Q1	$782K	Hold	7,029	–	–	0.53%	27
2024 Q4	$727K	Hold	7,029	–	–	0.5%	28
2024 Q3	$781K	Buy	+7,029	New	+$714K	0.55%	28

Other funds holding AFL

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Echo Wealth Management's AFL Position: Q3 2026 in Review

Echo Wealth Management held its Aflac (AFL) position steady in Q3 2026 at 7,029 shares worth $786K. The position accounts for 0.39% of the portfolio, ranked #27.

Echo Wealth Management first reported a position in AFL in Q3 2024 and has held it in 9 quarters since. The position peaked at $824K in Q2 2026. 345 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

Echo Wealth Management held 7,029 shares of Aflac worth $786K as of Q3 2026.
Echo Wealth Management left its Aflac share count unchanged in Q3 2026.
Aflac made up 0.39% of Echo Wealth Management's portfolio in Q3 2026, its #27 holding.
Echo Wealth Management first reported a position in Aflac in Q3 2024 and has held it in 9 quarters since.
Echo Wealth Management's Aflac position peaked at $824K in Q2 2026.
345 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.