GeoWealth Management’s Aflac AFL Stock Holding History

GeoWealth 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	$519K	Sell	4,428 -989	-18%	-$114K	0.02%	489
2026 Q1	$594K	Buy	5,417 +34	+0.6%	+$3.77K	0.02%	435
2025 Q4	$594K	Buy	5,383 +133	+3%	+$14.7K	0.02%	398
2025 Q3	$586K	Sell	5,250 -366	-7%	-$38.4K	0.02%	411
2025 Q2	$592K	Sell	5,616 -531	-9%	-$55.8K	0.02%	366
2025 Q1	$683K	Sell	6,147 -1,243	-17%	-$132K	0.03%	363
2024 Q4	$764K	Buy	7,390 +1,793	+32%	+$196K	0.03%	365
2024 Q3	$626K	Sell	5,597 -111	-2%	-$11.3K	0.02%	424
2024 Q2	$510K	Buy	5,708 +996	+21%	+$85.6K	0.02%	427
2024 Q1	$405K	Sell	4,712 -9,569	-67%	-$784K	0.02%	494
2023 Q4	$1.18M	Buy	+14,281	New	+$1.15M	0.1%	194
2023 Q3	–	Sell	-7,939	Closed	-$554K	–	482
2023 Q2	$554K	Buy	+7,939	New	+$531K	0.06%	161

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

GeoWealth Management's AFL Position: Q2 2026 in Review

GeoWealth Management reduced its Aflac (AFL) stake by 18% in Q2 2026, selling an estimated $114K and leaving 4,428 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #489.

GeoWealth Management first reported a position in AFL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q4 2023. 1,700 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

GeoWealth Management held 4,428 shares of Aflac worth $519K as of Q2 2026.
GeoWealth Management sold 989 Aflac shares in Q2 2026, an estimated $114K.
Aflac made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #489 holding.
GeoWealth Management first reported a position in Aflac in Q2 2023 and has held it in 12 quarters since.
GeoWealth Management's Aflac position peaked at $1.18M in Q4 2023.
1,700 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.