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IBEX Wealth Advisors’s Aflac AFL Stock Holding History

IBEX 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 		$1.09M Sell
9,304
-173
-2% -$19.9K 0.09% 112
2026
Q1 		$1.04M Buy
+9,477
New +$1.05M 0.1% 108
2025
Q4 		– Sell
-11,062
Closed -$1.24M – 125
2025
Q3 		$1.24M Sell
11,062
-104
-0.9% -$10.9K 0.12% 104
2025
Q2 		$1.18M Buy
11,166
+56
+0.5% +$5.88K 0.13% 96
2025
Q1 		$1.24M Buy
11,110
+389
+4% +$41.3K 0.16% 96
2024
Q4 		$1.11M Sell
10,721
-24,277
-69% -$2.65M 0.13% 111
2024
Q3 		$5.74M Buy
34,998
+24,704
+240% +$2.51M 1.57% 22
2024
Q2 		$919K Buy
10,294
+1,395
+16% +$120K 0.14% 80
2024
Q1 		$640K Sell
8,899
-101
-1% -$8.28K 0.17% 73
2023
Q4 		$784K Buy
9,000
+980
+12% +$79K 0.17% 66
2023
Q3 		$616K Buy
+8,020
New +$595K 0.16% 72
2023
Q1 		$547K Sell
8,472
-427
-5% -$29.2K 0.14% 82
2022
Q4 		$640K Buy
+8,899
New +$596K 0.14% 106
2017
Q1 		– Sell
-160
Closed -$6K – 84
2016
Q4 		$6K Buy
+160
New +$5.63K ﹤0.01% 347

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

IBEX Wealth Advisors reduced its Aflac (AFL) stake by 1.8% in Q2 2026, selling an estimated $19.9K and leaving 9,304 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #112.

IBEX Wealth Advisors first reported a position in AFL in Q4 2016 and has held it in 14 quarters since. The position peaked at $5.74M in Q3 2024. 1,695 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • IBEX Wealth Advisors held 9,304 shares of Aflac worth $1.09M as of Q2 2026.
  • IBEX Wealth Advisors sold 173 Aflac shares in Q2 2026, an estimated $19.9K.
  • Aflac made up 0.09% of IBEX Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • IBEX Wealth Advisors first reported a position in Aflac in Q4 2016 and has held it in 14 quarters since.
  • IBEX Wealth Advisors's Aflac position peaked at $5.74M in Q3 2024.
  • 1,695 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.