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EverSource Wealth Advisors’s Aflac AFL Stock Holding History

EverSource 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 		$1.15M Sell
9,771
-8,060
-45% -$928K 0.04% 327
2026
Q1 		$1.96M Buy
17,831
+13,961
+361% +$1.55M 0.06% 224
2025
Q4 		$427K Sell
3,870
-991
-20% -$109K 0.02% 594
2025
Q3 		$543K Buy
4,861
+114
+2% +$12K 0.02% 468
2025
Q2 		$501K Buy
4,747
+1,411
+42% +$148K 0.02% 450
2025
Q1 		$371K Buy
3,336
+635
+24% +$67.4K 0.02% 450
2024
Q4 		$279K Buy
2,701
+248
+10% +$27K 0.02% 529
2024
Q3 		$274K Buy
2,453
+106
+5% +$10.8K 0.02% 472
2024
Q2 		$224K Buy
2,347
+1,819
+345% +$156K 0.01% 524
2024
Q1 		$44.2K Buy
528
+74
+16% +$6.07K ﹤0.01% 1031
2023
Q4 		$37.5K Buy
454
+85
+23% +$6.85K ﹤0.01% 1013
2023
Q3 		$28.4K Buy
369
+1
+0.3% +$74 ﹤0.01% 1004
2023
Q2 		$25.7K Buy
368
+41
+13% +$2.74K ﹤0.01% 1055
2023
Q1 		$21.1K Buy
327
+220
+206% +$15.1K ﹤0.01% 1064
2022
Q4 		$7.67K Buy
107
+1
+0.9% +$67 ﹤0.01% 1433
2022
Q3 		$6K Buy
106
+17
+19% +$1K ﹤0.01% 1271
2022
Q2 		$5K Hold
89
– – ﹤0.01% 1235
2022
Q1 		$5K Hold
89
– – ﹤0.01% 1220
2021
Q4 		$5K Buy
+89
New +$4.99K ﹤0.01% 1227

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

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

EverSource Wealth Advisors reduced its Aflac (AFL) stake by 45% in Q2 2026, selling an estimated $928K and leaving 9,771 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #327.

EverSource Wealth Advisors first reported a position in AFL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.96M in Q1 2026. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • EverSource Wealth Advisors held 9,771 shares of Aflac worth $1.15M as of Q2 2026.
  • EverSource Wealth Advisors sold 8,060 Aflac shares in Q2 2026, an estimated $928K.
  • Aflac made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #327 holding.
  • EverSource Wealth Advisors first reported a position in Aflac in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Aflac position peaked at $1.96M in Q1 2026.
  • 1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.