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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
Q3 		$13.5K Sell
121
-25
-17% -$3K ﹤0.01% 790
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

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Elevation Wealth Partners's AFL Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Aflac (AFL) stake by 17% in Q3 2026, selling an estimated $3K and leaving 121 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Elevation Wealth Partners first reported a position in AFL in Q3 2025 and has held it in 5 quarters since. The position peaked at $23.7K in Q4 2025. 79 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Elevation Wealth Partners held 121 shares of Aflac worth $13.5K as of Q3 2026.
  • Elevation Wealth Partners sold 25 Aflac shares in Q3 2026, an estimated $3K.
  • Aflac made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #790 holding.
  • Elevation Wealth Partners first reported a position in Aflac in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Aflac position peaked at $23.7K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.