GoalVest Advisory’s Aflac AFL Stock Holding History

GoalVest Advisory’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	$42.4K	Buy	362 +50	+16%	+$5.76K	0.01%	225
2026 Q1	$34.2K	Hold	312	–	–	0.01%	265
2025 Q4	$34.4K	Sell	312 -1	-0.3%	-$110	0.01%	281
2025 Q3	$35K	Hold	313	–	–	0.01%	251
2025 Q2	$33K	Sell	313 -4	-1%	-$420	0.01%	237
2025 Q1	$35.2K	Buy	317 +4	+1%	+$424	0.01%	205
2024 Q4	$32.4K	Hold	313	–	–	0.01%	212
2024 Q3	$35K	Hold	313	–	–	0.01%	219
2024 Q2	$28K	Hold	313	–	–	0.01%	212
2024 Q1	$26.9K	Hold	313	–	–	0.01%	243
2023 Q4	$25.8K	Sell	313 -6	-2%	-$483	0.01%	186
2023 Q3	$24.5K	Buy	319 +6	+2%	+$445	0.01%	196
2023 Q2	$21.8K	Buy	+313	New	+$20.9K	0.01%	193

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GoalVest Advisory's AFL Position: Q2 2026 in Review

GoalVest Advisory increased its Aflac (AFL) stake by 16% in Q2 2026, buying an estimated $5.76K and bringing the position to 362 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #225.

GoalVest Advisory first reported a position in AFL in Q2 2023 and has held it in 13 quarters since. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

GoalVest Advisory held 362 shares of Aflac worth $42.4K as of Q2 2026.
GoalVest Advisory bought 50 Aflac shares in Q2 2026, an estimated $5.76K.
Aflac made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #225 holding.
GoalVest Advisory first reported a position in Aflac in Q2 2023 and has held it in 13 quarters since.
523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.