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Independent Financial Group’s Aflac AFL Stock Holding History

Independent Financial Group’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 		$946K Buy
8,066
+1,043
+15% +$120K 0.02% 717
2026
Q1 		$770K Buy
7,023
+475
+7% +$52.6K 0.02% 720
2025
Q4 		$722K Sell
6,548
-132
-2% -$14.5K 0.02% 745
2025
Q3 		$746K Buy
6,680
+16
+0.2% +$1.68K 0.02% 702
2025
Q2 		$703K Buy
6,664
+270
+4% +$28.4K 0.02% 652
2025
Q1 		$711K Sell
6,394
-112
-2% -$11.9K 0.02% 581
2024
Q4 		$673K Sell
6,506
-827
-11% -$90.2K 0.02% 601
2024
Q3 		$820K Buy
7,333
+821
+13% +$83.4K 0.03% 499
2024
Q2 		$582K Buy
6,512
+121
+2% +$10.4K 0.02% 558
2024
Q1 		$549K Sell
6,391
-803
-11% -$65.8K 0.03% 555
2023
Q4 		$594K Buy
7,194
+1,635
+29% +$132K 0.03% 509
2023
Q3 		$427K Sell
5,559
-147
-3% -$10.9K 0.03% 545
2023
Q2 		$398K Sell
5,706
-297
-5% -$19.9K 0.03% 541
2023
Q1 		$387K Sell
6,003
-278
-4% -$19K 0.03% 527
2022
Q4 		$452K Sell
6,281
-310
-5% -$20.8K 0.04% 442
2022
Q3 		$370K Buy
6,591
+854
+15% +$50.3K 0.03% 480
2022
Q2 		$317K Buy
5,737
+8
+0.1% +$472 0.03% 489
2022
Q1 		$369K Sell
5,729
-2,216
-28% -$139K 0.03% 529
2021
Q4 		$464K Buy
7,945
+2,947
+59% +$165K 0.04% 437
2021
Q3 		$261K Buy
4,998
+502
+11% +$27.4K 0.03% 573
2021
Q2 		$241K Buy
4,496
+500
+13% +$27.3K 0.03% 599
2021
Q1 		$205K Sell
3,996
-1,699
-30% -$81.5K 0.03% 593
2020
Q4 		$253K Buy
+5,695
New +$233K 0.04% 468

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

Independent Financial Group's AFL Position: Q2 2026 in Review

Independent Financial Group increased its Aflac (AFL) stake by 15% in Q2 2026, buying an estimated $120K and bringing the position to 8,066 shares worth $946K. The position accounts for 0.02% of the portfolio, ranked #717.

Independent Financial Group first reported a position in AFL in Q4 2020 and has held it in 23 quarters since. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Independent Financial Group held 8,066 shares of Aflac worth $946K as of Q2 2026.
  • Independent Financial Group bought 1,043 Aflac shares in Q2 2026, an estimated $120K.
  • Aflac made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #717 holding.
  • Independent Financial Group first reported a position in Aflac in Q4 2020 and has held it in 23 quarters since.
  • 1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.