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Gilpin Wealth Management’s Aflac AFL Stock Holding History

Gilpin 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
Q3 		$3.13K Buy
28
+1
+4% +$120 ﹤0.01% 525
2026
Q2 		$3.17K Hold
27
– – ﹤0.01% 401
2026
Q1 		$2.96K Hold
27
– – ﹤0.01% 395
2025
Q4 		$2.98K Buy
+27
New +$2.97K ﹤0.01% 371

Other funds holding AFL

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Gilpin Wealth Management's AFL Position: Q3 2026 in Review

Gilpin Wealth Management increased its Aflac (AFL) stake by 3.7% in Q3 2026, buying an estimated $120 and bringing the position to 28 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Gilpin Wealth Management first reported a position in AFL in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.17K in Q2 2026. 79 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Gilpin Wealth Management held 28 shares of Aflac worth $3.13K as of Q3 2026.
  • Gilpin Wealth Management bought 1 Aflac share in Q3 2026, an estimated $120.
  • Aflac made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #525 holding.
  • Gilpin Wealth Management first reported a position in Aflac in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Aflac position peaked at $3.17K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.