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Heartwood Wealth Advisors’s Aflac AFL Stock Holding History

Heartwood 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
Q3 		$219K Buy
1,960
+54
+3% +$6.47K 0.02% 217
2026
Q2 		$223K Hold
1,906
– – 0.02% 222
2026
Q1 		$209K Hold
1,906
– – 0.02% 221
2025
Q4 		$210K Hold
1,906
– – 0.02% 201
2025
Q3 		$213K Hold
1,906
– – 0.02% 194
2025
Q2 		$201K Hold
1,906
– – 0.02% 182
2025
Q1 		$212K Sell
1,906
-100
-5% -$10.6K 0.02% 171
2024
Q4 		$208K Hold
2,006
– – 0.02% 167
2024
Q3 		$224K Buy
+2,006
New +$204K 0.02% 162

Other funds holding AFL

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Heartwood Wealth Advisors's AFL Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Aflac (AFL) stake by 2.8% in Q3 2026, buying an estimated $6.47K and bringing the position to 1,960 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #217.

Heartwood Wealth Advisors first reported a position in AFL in Q3 2024 and has held it in 9 quarters since. The position peaked at $224K in Q3 2024. 79 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Heartwood Wealth Advisors held 1,960 shares of Aflac worth $219K as of Q3 2026.
  • Heartwood Wealth Advisors bought 54 Aflac shares in Q3 2026, an estimated $6.47K.
  • Aflac made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #217 holding.
  • Heartwood Wealth Advisors first reported a position in Aflac in Q3 2024 and has held it in 9 quarters since.
  • Heartwood Wealth Advisors's Aflac position peaked at $224K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.