ForthRight Wealth Management’s Aflac AFL Stock Holding History

ForthRight 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	$819K	Hold	6,983	–	–	0.21%	40
2026 Q1	$766K	Sell	6,983 -200	-3%	-$22.2K	0.22%	39
2025 Q4	$792K	Sell	7,183 -103	-1%	-$11.3K	0.23%	37
2025 Q3	$814K	Buy	7,286 +13	+0.2%	+$1.36K	0.24%	36
2025 Q2	$767K	Buy	7,273 +10	+0.1%	+$1.05K	0.24%	36
2025 Q1	$808K	Hold	7,263	–	–	0.27%	32
2024 Q4	$751K	Sell	7,263 -459	-6%	-$50.1K	0.25%	37
2024 Q3	$863K	Sell	7,722 -914	-11%	-$92.9K	0.29%	34
2024 Q2	$771K	Buy	8,636 +1,328	+18%	+$114K	0.28%	35
2024 Q1	$627K	Hold	7,308	–	–	0.23%	40
2023 Q4	$603K	Hold	7,308	–	–	0.23%	38
2023 Q3	$561K	Buy	+7,308	New	+$543K	0.24%	37

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 $3.38T AUM 44.17% 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

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

ForthRight Wealth Management held its Aflac (AFL) position steady in Q2 2026 at 6,983 shares worth $819K. The position accounts for 0.21% of the portfolio, ranked #40.

ForthRight Wealth Management first reported a position in AFL in Q3 2023 and has held it in 12 quarters since. The position peaked at $863K in Q3 2024. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

ForthRight Wealth Management held 6,983 shares of Aflac worth $819K as of Q2 2026.
ForthRight Wealth Management left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.21% of ForthRight Wealth Management's portfolio in Q2 2026, its #40 holding.
ForthRight Wealth Management first reported a position in Aflac in Q3 2023 and has held it in 12 quarters since.
ForthRight Wealth Management's Aflac position peaked at $863K in Q3 2024.
1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.