FWM
AFL icon

Forza Wealth Management’s Aflac AFL Stock Holding History

Forza 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 		$2.61M Sell
22,300
-20
-0.1% -$2.3K 0.8% 36
2026
Q1 		$2.45M Sell
22,320
-154
-0.7% -$17.1K 0.85% 34
2025
Q4 		$2.48M Buy
22,474
+565
+3% +$62.2K 0.9% 33
2025
Q3 		$2.45M Sell
21,909
-500
-2% -$52.5K 0.94% 33
2025
Q2 		$2.36M Buy
22,409
+298
+1% +$31.3K 0.97% 31
2025
Q1 		$2.46M Buy
22,111
+30
+0.1% +$3.18K 1.11% 26
2024
Q4 		$2.28M Buy
22,081
+26
+0.1% +$2.83K 1.04% 28
2024
Q3 		$2.47M Buy
22,055
+785
+4% +$79.8K 1.13% 28
2024
Q2 		$1.9M Hold
21,270
– – 0.98% 29
2024
Q1 		$1.83M Sell
21,270
-740
-3% -$60.7K 0.95% 28
2023
Q4 		$1.82M Sell
22,010
-305
-1% -$24.6K 1% 24
2023
Q3 		$1.71M Buy
22,315
+400
+2% +$29.7K 0.88% 29
2023
Q2 		$1.53M Buy
21,915
+1,040
+5% +$69.6K 0.77% 38
2023
Q1 		$1.35M Buy
20,875
+75
+0.4% +$5.13K 0.69% 44
2022
Q4 		$1.5M Buy
+20,800
New +$1.39M 0.99% 30

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

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

Forza Wealth Management reduced its Aflac (AFL) stake by 0.09% in Q2 2026, selling an estimated $2.3K and leaving 22,300 shares worth $2.61M. The position accounts for 0.8% of the portfolio, ranked #36.

Forza Wealth Management first reported a position in AFL in Q4 2022 and has held it in 15 quarters since. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Forza Wealth Management held 22,300 shares of Aflac worth $2.61M as of Q2 2026.
  • Forza Wealth Management sold 20 Aflac shares in Q2 2026, an estimated $2.3K.
  • Aflac made up 0.8% of Forza Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Forza Wealth Management first reported a position in Aflac in Q4 2022 and has held it in 15 quarters since.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.