IMA Advisory Services’s Aflac AFL Stock Holding History

IMA Advisory Services’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	$586	Sell	5 -3	-38%	-$345	﹤0.01%	1248
2026 Q1	$877	Hold	8	–	–	﹤0.01%	800
2025 Q4	$882	Hold	8	–	–	﹤0.01%	803
2025 Q3	$894	Hold	8	–	–	﹤0.01%	370
2025 Q2	$844	Buy	+8	New	+$841	﹤0.01%	359
2018 Q3	–	Sell	-28	Closed	-$1K	–	345
2018 Q2	$1K	Buy	+28	New	+$1.26K	﹤0.01%	413
2015 Q3	–	Sell	-3,330	Closed	-$104K	–	126
2015 Q2	$104K	Buy	+3,330	New	+$105K	0.05%	184

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 $3.38T AUM 44.17% 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

IMA Advisory Services's AFL Position: Q2 2026 in Review

IMA Advisory Services reduced its Aflac (AFL) stake by 38% in Q2 2026, selling an estimated $345 and leaving 5 shares worth $586. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

IMA Advisory Services first reported a position in AFL in Q2 2015 and has held it in 7 quarters since. The position peaked at $104K in Q2 2015. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

IMA Advisory Services held 5 shares of Aflac worth $586 as of Q2 2026.
IMA Advisory Services sold 3 Aflac shares in Q2 2026, an estimated $345.
Aflac made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1248 holding.
IMA Advisory Services first reported a position in Aflac in Q2 2015 and has held it in 7 quarters since.
IMA Advisory Services's Aflac position peaked at $104K in Q2 2015.
1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.