Excelsior Advisor Network’s Aflac AFL Stock Holding History

Excelsior Advisor Network’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	$321K	Hold	2,736	–	–	0.04%	350
2026 Q1	$300K	Sell	2,736 -55	-2%	-$6.1K	0.11%	158
2025 Q4	$308K	Buy	+2,791	New	+$307K	0.15%	121

Other funds holding AFL

JPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Excelsior Advisor Network's AFL Position: Q2 2026 in Review

Excelsior Advisor Network held its Aflac (AFL) position steady in Q2 2026 at 2,736 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #350.

Excelsior Advisor Network first reported a position in AFL in Q4 2025 and has held it in 3 quarters since. 1,692 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Excelsior Advisor Network held 2,736 shares of Aflac worth $321K as of Q2 2026.
Excelsior Advisor Network left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.04% of Excelsior Advisor Network's portfolio in Q2 2026, its #350 holding.
Excelsior Advisor Network first reported a position in Aflac in Q4 2025 and has held it in 3 quarters since.
1,692 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.