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Forum Financial Management’s Aflac AFL Stock Holding History

Forum Financial 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 		$379K Hold
3,231
– – ﹤0.01% 239
2026
Q1 		$354K Sell
3,231
-7,488
-70% -$830K 0.01% 242
2025
Q4 		$1.18M Hold
10,719
– – 0.02% 217
2025
Q3 		$1.2M Buy
10,719
+1,440
+16% +$151K 0.02% 206
2025
Q2 		$979K Sell
9,279
-469
-5% -$49.3K 0.01% 218
2025
Q1 		$1.08M Buy
+9,748
New +$1.03M 0.02% 190
2024
Q4 		– Sell
-8,344
Closed -$933K – 900
2024
Q3 		$933K Buy
8,344
+7
+0.1% +$711 0.02% 197
2024
Q2 		$745K Buy
8,337
+107
+1% +$9.2K 0.01% 221
2024
Q1 		$707K Sell
8,230
-4
-0% -$328 0.01% 247
2023
Q4 		$679K Sell
8,234
-1,391
-14% -$112K 0.01% 221
2023
Q3 		$739K Buy
9,625
+1,291
+15% +$95.8K 0.02% 201
2023
Q2 		$582K Sell
8,334
-5,178
-38% -$347K 0.01% 262
2023
Q1 		$872K Buy
13,512
+4
+0% +$274 0.03% 157
2022
Q4 		$972K Buy
13,508
+12
+0.1% +$803 0.03% 136
2022
Q3 		$758K Hold
13,496
– – 0.04% 147
2022
Q2 		$747K Buy
13,496
+88
+0.7% +$5.19K 0.04% 151
2022
Q1 		$863K Sell
13,408
-36
-0.3% -$2.25K 0.04% 152
2021
Q4 		$785K Buy
+13,444
New +$753K 0.04% 160

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Forum Financial Management's AFL Position: Q2 2026 in Review

Forum Financial Management held its Aflac (AFL) position steady in Q2 2026 at 3,231 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Forum Financial Management first reported a position in AFL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.2M in Q3 2025. 539 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Forum Financial Management held 3,231 shares of Aflac worth $379K as of Q2 2026.
  • Forum Financial Management left its Aflac share count unchanged in Q2 2026.
  • Aflac made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #239 holding.
  • Forum Financial Management first reported a position in Aflac in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Aflac position peaked at $1.2M in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.