Heritage Wealth Management (Ohio)’s Aflac AFL Stock Holding History

Heritage Wealth Management (Ohio)’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	$559K	Sell	4,766 -92	-2%	-$10.6K	0.14%	151
2026 Q1	$533K	Sell	4,858 -50	-1%	-$5.54K	0.26%	92
2025 Q4	$541K	Sell	4,908 -15	-0.3%	-$1.65K	0.15%	144
2025 Q3	$550K	Hold	4,923	–	–	0.16%	134
2025 Q2	$519K	Sell	4,923 -525	-10%	-$55.2K	0.17%	135
2025 Q1	$606K	Sell	5,448 -570	-9%	-$60.5K	0.21%	116
2024 Q4	$623K	Sell	6,018 -30	-0.5%	-$3.27K	0.21%	116
2024 Q3	$676K	Sell	6,048 -150	-2%	-$15.2K	0.22%	116
2024 Q2	$552K	Buy	+6,198	New	+$533K	0.19%	122

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s AFL Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Aflac (AFL) stake by 1.9% in Q2 2026, selling an estimated $10.6K and leaving 4,766 shares worth $559K. The position accounts for 0.14% of the portfolio, ranked #151.

Heritage Wealth Management (Ohio) first reported a position in AFL in Q2 2024 and has held it in 9 quarters since. The position peaked at $676K in Q3 2024. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Heritage Wealth Management (Ohio) held 4,766 shares of Aflac worth $559K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 92 Aflac shares in Q2 2026, an estimated $10.6K.
Aflac made up 0.14% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #151 holding.
Heritage Wealth Management (Ohio) first reported a position in Aflac in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Aflac position peaked at $676K in Q3 2024.
1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.