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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
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

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

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

Heartwood Wealth Advisors held its Aflac (AFL) position steady in Q2 2026 at 1,906 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #222.

Heartwood Wealth Advisors first reported a position in AFL in Q3 2024 and has held it in 8 quarters since. The position peaked at $224K in Q3 2024. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Heartwood Wealth Advisors held 1,906 shares of Aflac worth $223K as of Q2 2026.
  • Heartwood Wealth Advisors left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #222 holding.
  • Heartwood Wealth Advisors first reported a position in Aflac in Q3 2024 and has held it in 8 quarters since.
  • Heartwood Wealth Advisors's Aflac position peaked at $224K in Q3 2024.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.