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Elevation Wealth Partners’s Aflac AFL Stock Holding History

Elevation 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 		$17.1K Buy
146
+116
+387% +$13.4K 0.01% 639
2026
Q1 		$3.31K Sell
30
-185
-86% -$20.5K ﹤0.01% 809
2025
Q4 		$23.7K Buy
215
+204
+1,855% +$22.5K 0.01% 336
2025
Q3 		$1.25K Buy
+11
New +$1.16K ﹤0.01% 723
2025
Q2 		– Hold
0
– – – 473
2025
Q1 		– Hold
0
– – – 483
2024
Q4 		– Hold
0
– – – 489
2024
Q3 		– Hold
0
– – – 466
2024
Q2 		– Hold
0
– – – 498
2024
Q1 		– Hold
0
– – – 467
2023
Q4 		– Hold
0
– – – 432
2023
Q3 		– Hold
0
– – – 332
2023
Q2 		– Hold
0
– – – 345
2023
Q1 		– Hold
0
– – – 345

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Elevation Wealth Partners increased its Aflac (AFL) stake by 387% in Q2 2026, buying an estimated $13.4K and bringing the position to 146 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #639.

Elevation Wealth Partners first reported a position in AFL in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.7K in Q4 2025. 697 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Elevation Wealth Partners held 146 shares of Aflac worth $17.1K as of Q2 2026.
  • Elevation Wealth Partners bought 116 Aflac shares in Q2 2026, an estimated $13.4K.
  • Aflac made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #639 holding.
  • Elevation Wealth Partners first reported a position in Aflac in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Aflac position peaked at $23.7K in Q4 2025.
  • 697 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.