Goepper Burkhardt’s Aflac AFL Stock Holding History

Goepper Burkhardt’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	$1.16M	Sell	9,916 -150	-1%	-$17.3K	0.35%	35
2026 Q1	$1.1M	Hold	10,066	–	–	0.37%	34
2025 Q4	$1.11M	Hold	10,066	–	–	0.36%	34
2025 Q3	$1.12M	Hold	10,066	–	–	0.38%	34
2025 Q2	$1.06M	Hold	10,066	–	–	0.39%	31
2025 Q1	$1.12M	Hold	10,066	–	–	0.45%	29
2024 Q4	$1.04M	Sell	10,066 -323	-3%	-$35.2K	0.42%	32
2024 Q3	$1.16M	Hold	10,389	–	–	0.48%	30
2024 Q2	$928K	Hold	10,389	–	–	0.42%	33
2024 Q1	$894K	Hold	10,389	–	–	0.42%	33
2023 Q4	$813K	Sell	10,389 -45	-0.4%	-$3.63K	0.4%	30
2023 Q3	$801K	Hold	10,434	–	–	0.49%	27
2023 Q2	$728K	Sell	10,434 -3,665	-26%	-$245K	0.44%	27
2023 Q1	$910K	Sell	14,099 -4,000	-22%	-$274K	0.6%	26
2022 Q4	$1.3M	Buy	18,099 +123	+0.7%	+$8.23K	0.91%	20
2022 Q3	$1.01M	Hold	17,976	–	–	0.75%	20
2022 Q2	$995K	Hold	17,976	–	–	0.7%	21
2022 Q1	$1.16M	Hold	17,976	–	–	0.7%	21
2021 Q4	$1.05M	Buy	17,976 +2,645	+17%	+$148K	0.62%	22
2021 Q3	$799K	Hold	15,331	–	–	0.51%	26
2021 Q2	$823K	Hold	15,331	–	–	0.52%	26
2021 Q1	$785K	Hold	15,331	–	–	0.53%	26
2020 Q4	$682K	Buy	+15,331	New	+$628K	0.49%	29

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

Goepper Burkhardt's AFL Position: Q2 2026 in Review

Goepper Burkhardt reduced its Aflac (AFL) stake by 1.5% in Q2 2026, selling an estimated $17.3K and leaving 9,916 shares worth $1.16M. The position accounts for 0.35% of the portfolio, ranked #35.

Goepper Burkhardt first reported a position in AFL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.3M in Q4 2022. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Goepper Burkhardt held 9,916 shares of Aflac worth $1.16M as of Q2 2026.
Goepper Burkhardt sold 150 Aflac shares in Q2 2026, an estimated $17.3K.
Aflac made up 0.35% of Goepper Burkhardt's portfolio in Q2 2026, its #35 holding.
Goepper Burkhardt first reported a position in Aflac in Q4 2020 and has held it in 23 quarters since.
Goepper Burkhardt's Aflac position peaked at $1.3M in Q4 2022.
1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.