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EP Wealth Advisors’s Aflac AFL Stock Holding History

EP Wealth Advisors’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 		$2.75M Buy
23,428
+5,701
+32% +$656K 0.01% 505
2026
Q1 		$1.94M Sell
17,727
-644
-4% -$71.4K 0.01% 484
2025
Q4 		$2.03M Buy
+18,371
New +$2.02M 0.01% 445
2025
Q2 		$1.91M Buy
18,103
+1,138
+7% +$120K 0.01% 425
2025
Q1 		$1.89M Buy
16,965
+288
+2% +$30.5K 0.02% 380
2024
Q4 		$1.73M Buy
16,677
+2,433
+17% +$265K 0.01% 381
2024
Q3 		$1.59M Buy
14,244
+8,552
+150% +$869K 0.01% 401
2024
Q2 		$508K Buy
5,692
+1,394
+32% +$120K 0.01% 529
2024
Q1 		$369K Buy
4,298
+67
+2% +$5.49K ﹤0.01% 576
2023
Q4 		$349K Buy
4,231
+120
+3% +$9.67K ﹤0.01% 575
2023
Q3 		$316K Buy
4,111
+181
+5% +$13.4K ﹤0.01% 551
2023
Q2 		$350K Hold
3,930
– – 0.01% 533
2023
Q1 		$254K Buy
3,930
+909
+30% +$62.2K ﹤0.01% 525
2022
Q4 		$217K Buy
+3,021
New +$202K ﹤0.01% 532

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's AFL Position: Q2 2026 in Review

EP Wealth Advisors increased its Aflac (AFL) stake by 32% in Q2 2026, buying an estimated $656K and bringing the position to 23,428 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #505.

EP Wealth Advisors first reported a position in AFL in Q4 2022 and has held it in 14 quarters since. 1,697 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • EP Wealth Advisors held 23,428 shares of Aflac worth $2.75M as of Q2 2026.
  • EP Wealth Advisors bought 5,701 Aflac shares in Q2 2026, an estimated $656K.
  • Aflac made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #505 holding.
  • EP Wealth Advisors first reported a position in Aflac in Q4 2022 and has held it in 14 quarters since.
  • 1,697 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.