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Evolve Private Wealth’s Aflac AFL Stock Holding History

Evolve Private Wealth’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 		$207K Sell
1,762
-5,837
-77% -$672K 0.01% 935
2026
Q1 		$834K Sell
7,599
-163
-2% -$18.1K 0.04% 380
2025
Q4 		$856K Buy
+7,762
New +$855K 0.05% 346

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's AFL Position: Q2 2026 in Review

Evolve Private Wealth reduced its Aflac (AFL) stake by 77% in Q2 2026, selling an estimated $672K and leaving 1,762 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #935.

Evolve Private Wealth first reported a position in AFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $856K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Evolve Private Wealth held 1,762 shares of Aflac worth $207K as of Q2 2026.
  • Evolve Private Wealth sold 5,837 Aflac shares in Q2 2026, an estimated $672K.
  • Aflac made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #935 holding.
  • Evolve Private Wealth first reported a position in Aflac in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Aflac position peaked at $856K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

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