EWM
AFL icon

Empirical Wealth Management’s Aflac AFL Stock Holding History

Empirical 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 		$1.74M Sell
14,855
-489
-3% -$56.3K 0.03% 296
2026
Q1 		$1.68M Sell
15,344
-2,961
-16% -$328K 0.03% 270
2025
Q4 		$2.02M Sell
18,305
-1,994
-10% -$220K 0.04% 247
2025
Q3 		$2.27M Sell
20,299
-4,506
-18% -$473K 0.05% 225
2025
Q2 		$2.62M Sell
24,805
-12,050
-33% -$1.27M 0.06% 198
2025
Q1 		$4.1M Sell
36,855
-58,306
-61% -$6.18M 0.11% 143
2024
Q4 		$9.84M Buy
95,161
+6,867
+8% +$749K 0.27% 79
2024
Q3 		$9.87M Buy
88,294
+6,779
+8% +$689K 0.28% 80
2024
Q2 		$7.28M Buy
81,515
+2,596
+3% +$223K 0.22% 89
2024
Q1 		$6.78M Buy
78,919
+12,113
+18% +$993K 0.2% 94
2023
Q4 		$5.51M Buy
66,806
+7,226
+12% +$582K 0.18% 99
2023
Q3 		$4.57M Buy
59,580
+7,631
+15% +$566K 0.18% 96
2023
Q2 		$3.63M Buy
51,949
+45,454
+700% +$3.04M 0.15% 113
2023
Q1 		$419K Buy
6,495
+1,625
+33% +$111K 0.02% 349
2022
Q4 		$350K Sell
4,870
-1,155
-19% -$77.3K 0.02% 360
2022
Q3 		$339K Sell
6,025
-1,082
-15% -$63.7K 0.02% 354
2022
Q2 		$393K Sell
7,107
-4,939
-41% -$292K 0.02% 337
2022
Q1 		$775K Sell
12,046
-4,748
-28% -$297K 0.04% 252
2021
Q4 		$981K Sell
16,794
-5,718
-25% -$320K 0.05% 220
2021
Q3 		$1.17M Buy
22,512
+242
+1% +$13.2K 0.07% 167
2021
Q2 		$1.2M Buy
22,270
+5,535
+33% +$302K 0.07% 165
2021
Q1 		$856K Sell
16,735
-448
-3% -$21.5K 0.07% 179
2020
Q4 		$764K Buy
17,183
+10,068
+142% +$412K 0.06% 186
2020
Q3 		$259K Buy
7,115
+780
+12% +$28.4K 0.02% 297
2020
Q2 		$228K Buy
+6,335
New +$229K 0.02% 302

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

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

Empirical Wealth Management reduced its Aflac (AFL) stake by 3.2% in Q2 2026, selling an estimated $56.3K and leaving 14,855 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #296.

Empirical Wealth Management first reported a position in AFL in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.87M in Q3 2024. 526 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Empirical Wealth Management held 14,855 shares of Aflac worth $1.74M as of Q2 2026.
  • Empirical Wealth Management sold 489 Aflac shares in Q2 2026, an estimated $56.3K.
  • Aflac made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #296 holding.
  • Empirical Wealth Management first reported a position in Aflac in Q2 2020 and has held it in 25 quarters since.
  • Empirical Wealth Management's Aflac position peaked at $9.87M in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.