Gradient Investments’s Aflac AFL Stock Holding History

Gradient Investments’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	$845K	Buy	7,204 +14	+0.2%	+$1.61K	0.01%	335
2026 Q1	$789K	Sell	7,190 -13	-0.2%	-$1.44K	0.01%	322
2025 Q4	$794K	Buy	7,203 +53	+0.7%	+$5.84K	0.01%	256
2025 Q3	$799K	Buy	7,150 +16	+0.2%	+$1.68K	0.01%	274
2025 Q2	$752K	Sell	7,134 -1,781	-20%	-$187K	0.01%	248
2025 Q1	$991K	Buy	8,915 +255	+3%	+$27K	0.02%	198
2024 Q4	$896K	Sell	8,660 -25	-0.3%	-$2.73K	0.02%	193
2024 Q3	$971K	Sell	8,685 -718	-8%	-$73K	0.02%	185
2024 Q2	$840K	Buy	9,403 +743	+9%	+$63.9K	0.02%	194
2024 Q1	$744K	Sell	8,660 -4,425	-34%	-$363K	0.02%	195
2023 Q4	$1.08M	Buy	13,085 +15	+0.1%	+$1.21K	0.03%	188
2023 Q3	$1M	Sell	13,070 -14	-0.1%	-$1.04K	0.03%	178
2023 Q2	$913K	Sell	13,084 -579	-4%	-$38.8K	0.02%	180
2023 Q1	$882K	Hold	13,663	–	–	0.02%	180
2022 Q4	$983K	Sell	13,663 -386	-3%	-$25.8K	0.03%	184
2022 Q3	$790K	Buy	14,049 +133	+1%	+$7.83K	0.02%	192
2022 Q2	$770K	Hold	13,916	–	–	0.02%	193
2022 Q1	$896K	Buy	13,916 +624	+5%	+$39.1K	0.02%	183
2021 Q4	$776K	Hold	13,292	–	–	0.02%	179
2021 Q3	$693K	Sell	13,292 -16	-0.1%	-$875	0.02%	189
2021 Q2	$714K	Buy	13,308 +16	+0.1%	+$872	0.02%	182
2021 Q1	$680K	Buy	13,292 +8,932	+205%	+$429K	0.02%	182
2020 Q4	$158K	Hold	4,360	–	–	0.01%	274
2020 Q3	$158K	Hold	4,360	–	–	0.01%	274
2020 Q2	$157K	Hold	4,360	–	–	0.01%	257
2020 Q1	$149K	Buy	4,360 +4,277	+5,153%	+$195K	0.01%	246
2019 Q4	$4K	Hold	83	–	–	﹤0.01%	835
2019 Q3	$4K	Buy	+83	New	+$4.38K	﹤0.01%	817
2019 Q1	–	Sell	-130	Closed	-$6K	–	859
2018 Q4	$6K	Buy	130 +110	+550%	+$4.89K	﹤0.01%	668
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	876
2018 Q2	$1K	Sell	20 -338	-94%	-$15.2K	﹤0.01%	868
2018 Q1	$16K	Sell	358 -694	-66%	-$30.7K	﹤0.01%	521
2017 Q4	$46K	Buy	+1,052	New	+$44.9K	﹤0.01%	360
2017 Q3	–	Sell	-310	Closed	-$12K	–	243
2017 Q2	$12K	Sell	310 -200	-39%	-$7.51K	﹤0.01%	450
2017 Q1	$18K	Buy	510 +200	+65%	+$7.09K	﹤0.01%	419
2016 Q4	$11K	Sell	310 -1,116	-78%	-$39.3K	﹤0.01%	438
2016 Q3	$51K	Buy	1,426 +1,116	+360%	+$40.6K	0.01%	264
2016 Q2	$11K	Hold	310	–	–	﹤0.01%	416
2016 Q1	$10K	Hold	310	–	–	﹤0.01%	435
2015 Q4	$9K	Sell	310 -200	-39%	-$6.22K	﹤0.01%	407
2015 Q3	$15K	Buy	+510	New	+$15.4K	﹤0.01%	336
2015 Q2	–	Sell	-286	Closed	-$9K	–	625
2015 Q1	$9K	Buy	+286	New	+$8.72K	﹤0.01%	420
2014 Q1	–	Sell	-126	Closed	-$4K	–	525
2013 Q4	$4K	Hold	126	–	–	﹤0.01%	446
2013 Q3	$4K	Hold	126	–	–	﹤0.01%	343
2013 Q2	$4K	Buy	+126	New	+$3.42K	﹤0.01%	313

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

Gradient Investments's AFL Position: Q2 2026 in Review

Gradient Investments increased its Aflac (AFL) stake by 0.19% in Q2 2026, buying an estimated $1.61K and bringing the position to 7,204 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #335.

Gradient Investments first reported a position in AFL in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.08M in Q4 2023. 526 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Gradient Investments held 7,204 shares of Aflac worth $845K as of Q2 2026.
Gradient Investments bought 14 Aflac shares in Q2 2026, an estimated $1.61K.
Aflac made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #335 holding.
Gradient Investments first reported a position in Aflac in Q2 2013 and has held it in 45 quarters since.
Gradient Investments's Aflac position peaked at $1.08M in Q4 2023.
526 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.