Gratus Wealth Advisors’s Aflac AFL Stock Holding History

Gratus Wealth Advisors’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	$1.14M	Hold	9,690	–	–	0.14%	59
2026 Q1	$1.06M	Hold	9,690	–	–	0.15%	59
2025 Q4	$1.07M	Buy	9,690 +44	+0.5%	+$4.85K	0.15%	57
2025 Q3	$1.08M	Sell	9,646 -444	-4%	-$46.6K	0.15%	55
2025 Q2	$1.06M	Sell	10,090 -472	-4%	-$49.6K	0.16%	58
2025 Q1	$1.17M	Sell	10,562 -136	-1%	-$14.4K	0.19%	48
2024 Q4	$1.11M	Hold	10,698	–	–	0.18%	54
2024 Q3	$1.2M	Sell	10,698 -474	-4%	-$48.2K	0.2%	54
2024 Q2	$1.04M	Hold	11,172	–	–	0.18%	52
2024 Q1	$905K	Hold	11,172	–	–	0.17%	60
2023 Q4	$922K	Buy	+11,172	New	+$900K	0.18%	56

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

Gratus Wealth Advisors's AFL Position: Q2 2026 in Review

Gratus Wealth Advisors held its Aflac (AFL) position steady in Q2 2026 at 9,690 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #59.

Gratus Wealth Advisors first reported a position in AFL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q3 2024. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Gratus Wealth Advisors held 9,690 shares of Aflac worth $1.14M as of Q2 2026.
Gratus Wealth Advisors left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.14% of Gratus Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Gratus Wealth Advisors first reported a position in Aflac in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's Aflac position peaked at $1.2M in Q3 2024.
523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.