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HCR Wealth Advisors’s Aflac AFL Stock Holding History

HCR 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 		$1.13M Buy
9,636
+26
+0.3% +$2.99K 0.1% 108
2026
Q1 		$1.05M Buy
9,610
+48
+0.5% +$5.32K 0.11% 102
2025
Q4 		$1.05M Buy
9,562
+141
+1% +$15.5K 0.1% 107
2025
Q3 		$1.04M Buy
9,421
+44
+0.5% +$4.62K 0.11% 103
2025
Q2 		$989K Buy
9,377
+49
+0.5% +$5.15K 0.12% 101
2025
Q1 		$1.04M Buy
9,328
+45
+0.5% +$4.77K 0.14% 96
2024
Q4 		$960K Buy
9,283
+43
+0.5% +$4.69K 0.12% 103
2024
Q3 		$1.03M Buy
9,240
+39
+0.4% +$3.96K 0.14% 100
2024
Q2 		$822K Buy
9,201
+47
+0.5% +$4.04K 0.12% 108
2024
Q1 		$786K Buy
9,154
+54
+0.6% +$4.43K 0.12% 107
2023
Q4 		$751K Buy
+9,100
New +$733K 0.12% 102
2019
Q3 		– Sell
-3,877
Closed -$212K – 147
2019
Q2 		$212K Buy
+3,877
New +$200K 0.06% 147

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

HCR Wealth Advisors increased its Aflac (AFL) stake by 0.27% in Q2 2026, buying an estimated $2.99K and bringing the position to 9,636 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #108.

HCR Wealth Advisors first reported a position in AFL in Q2 2019 and has held it in 12 quarters since. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • HCR Wealth Advisors held 9,636 shares of Aflac worth $1.13M as of Q2 2026.
  • HCR Wealth Advisors bought 26 Aflac shares in Q2 2026, an estimated $2.99K.
  • Aflac made up 0.1% of HCR Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • HCR Wealth Advisors first reported a position in Aflac in Q2 2019 and has held it in 12 quarters since.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

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