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Foundations Investment Advisors’s Aflac AFL Stock Holding History

Foundations Investment Advisors’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 		$1.08M Sell
9,229
-106
-1% -$12.2K 0.01% 552
2026
Q1 		$1.02M Buy
9,335
+313
+3% +$34.7K 0.01% 518
2025
Q4 		$995K Sell
9,022
-166
-2% -$18.3K 0.01% 516
2025
Q3 		$1.03M Buy
9,188
+1,588
+21% +$167K 0.01% 464
2025
Q2 		$801K Sell
7,600
-280
-4% -$29.4K 0.01% 479
2025
Q1 		$876K Buy
7,880
+1,885
+31% +$200K 0.02% 438
2024
Q4 		$620K Buy
5,995
+212
+4% +$23.1K 0.01% 501
2024
Q3 		$647K Buy
5,783
+710
+14% +$72.2K 0.01% 455
2024
Q2 		$453K Buy
5,073
+474
+10% +$40.8K 0.01% 519
2024
Q1 		$395K Sell
4,599
-2,485
-35% -$204K 0.01% 516
2023
Q4 		$540K Buy
7,084
+3,196
+82% +$258K 0.01% 422
2023
Q3 		$298K Buy
3,888
+151
+4% +$11.2K 0.01% 511
2023
Q2 		$261K Buy
+3,737
New +$250K 0.01% 496

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

Foundations Investment Advisors's AFL Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Aflac (AFL) stake by 1.1% in Q2 2026, selling an estimated $12.2K and leaving 9,229 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #552.

Foundations Investment Advisors first reported a position in AFL in Q2 2023 and has held it in 13 quarters since. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Foundations Investment Advisors held 9,229 shares of Aflac worth $1.08M as of Q2 2026.
  • Foundations Investment Advisors sold 106 Aflac shares in Q2 2026, an estimated $12.2K.
  • Aflac made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #552 holding.
  • Foundations Investment Advisors first reported a position in Aflac in Q2 2023 and has held it in 13 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.