Evermay Wealth Management’s Aflac AFL Stock Holding History

Evermay 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	$87.2K	Buy	+744	New	+$85.7K	0.01%	283
2025 Q4	–	Sell	-120	Closed	-$13.4K	–	573
2025 Q3	$13.4K	Hold	120	–	–	﹤0.01%	423
2025 Q2	$12.7K	Hold	120	–	–	﹤0.01%	423
2025 Q1	$13.3K	Hold	120	–	–	﹤0.01%	416
2024 Q4	$12.4K	Hold	120	–	–	﹤0.01%	423
2024 Q3	$13.4K	Sell	120 -60	-33%	-$6.1K	﹤0.01%	433
2024 Q2	$16.1K	Buy	180 +60	+50%	+$5.16K	﹤0.01%	415
2024 Q1	$10.3K	Sell	120 -40	-25%	-$3.28K	﹤0.01%	466
2023 Q4	$13.2K	Buy	160 +5	+3%	+$403	﹤0.01%	423
2023 Q3	$11.9K	Buy	+155	New	+$11.5K	﹤0.01%	411
2018 Q1	–	Sell	-13,502	Closed	-$593K	–	134
2017 Q4	$593K	Buy	+13,502	New	+$576K	0.22%	53

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Evermay Wealth Management opened a new position in Aflac (AFL) in Q2 2026: 744 shares worth $87.2K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in AFL as recently as Q3 2025.

Evermay Wealth Management first reported a position in AFL in Q4 2017 and has held it in 11 quarters since. The position peaked at $593K in Q4 2017. 577 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Evermay Wealth Management held 744 shares of Aflac worth $87.2K as of Q2 2026.
Aflac was a new Evermay Wealth Management position in Q2 2026.
Aflac made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #283 holding.
Evermay Wealth Management first reported a position in Aflac in Q4 2017 and has held it in 11 quarters since.
Evermay Wealth Management's Aflac position peaked at $593K in Q4 2017.
577 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.