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Everhart Financial Group’s Aflac AFL Stock Holding History

Everhart Financial Group’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 		$314K Buy
2,679
+166
+7% +$19.1K 0.02% 354
2026
Q1 		$276K Buy
2,513
+476
+23% +$52.8K 0.02% 371
2025
Q4 		$225K Buy
2,037
+43
+2% +$4.74K 0.02% 386
2025
Q3 		$223K Buy
+1,994
New +$209K 0.02% 364

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
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
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $147M AUM

Everhart Financial Group's AFL Position: Q2 2026 in Review

Everhart Financial Group increased its Aflac (AFL) stake by 6.6% in Q2 2026, buying an estimated $19.1K and bringing the position to 2,679 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #354.

Everhart Financial Group first reported a position in AFL in Q3 2025 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Everhart Financial Group held 2,679 shares of Aflac worth $314K as of Q2 2026.
  • Everhart Financial Group bought 166 Aflac shares in Q2 2026, an estimated $19.1K.
  • Aflac made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #354 holding.
  • Everhart Financial Group first reported a position in Aflac in Q3 2025 and has held it in 4 quarters since.
  • 370 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.