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Independent Wealth Network’s Aflac AFL Stock Holding History

Independent Wealth Network’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 		$530K Sell
4,521
-84
-2% -$9.67K 0.13% 172
2026
Q1 		$505K Sell
4,605
-114
-2% -$12.6K 0.15% 164
2025
Q4 		$520K Sell
4,719
-269
-5% -$29.6K 0.16% 145
2025
Q3 		$557K Sell
4,988
-91
-2% -$9.56K 0.18% 133
2025
Q2 		$536K Sell
5,079
-48
-0.9% -$5.04K 0.19% 131
2025
Q1 		$570K Sell
5,127
-200
-4% -$21.2K 0.23% 114
2024
Q4 		$551K Sell
5,327
-126
-2% -$13.7K 0.22% 115
2024
Q3 		$610K Sell
5,453
-141
-3% -$14.3K 0.27% 96
2024
Q2 		$500K Sell
5,594
-273
-5% -$23.5K 0.23% 115
2024
Q1 		$504K Sell
5,867
-176
-3% -$14.4K 0.24% 114
2023
Q4 		$499K Sell
6,043
-176
-3% -$14.2K 0.26% 101
2023
Q3 		$477K Sell
6,219
-183
-3% -$13.6K 0.29% 90
2023
Q2 		$447K Sell
6,402
-33
-0.5% -$2.21K 0.27% 99
2023
Q1 		$415K Sell
6,435
-62
-1% -$4.24K 0.27% 93
2022
Q4 		$467K Buy
6,497
+66
+1% +$4.42K 0.32% 72
2022
Q3 		$361K Buy
6,431
+245
+4% +$14.4K 0.28% 95
2022
Q2 		$342K Buy
6,186
+2,662
+76% +$157K 0.25% 109
2022
Q1 		$227K Sell
3,524
-7
-0.2% -$438 0.14% 172
2021
Q4 		$206K Buy
+3,531
New +$198K 0.13% 194

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
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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Independent Wealth Network's AFL Position: Q2 2026 in Review

Independent Wealth Network reduced its Aflac (AFL) stake by 1.8% in Q2 2026, selling an estimated $9.67K and leaving 4,521 shares worth $530K. The position accounts for 0.13% of the portfolio, ranked #172.

Independent Wealth Network first reported a position in AFL in Q4 2021 and has held it in 19 quarters since. The position peaked at $610K in Q3 2024. 469 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Independent Wealth Network held 4,521 shares of Aflac worth $530K as of Q2 2026.
  • Independent Wealth Network sold 84 Aflac shares in Q2 2026, an estimated $9.67K.
  • Aflac made up 0.13% of Independent Wealth Network's portfolio in Q2 2026, its #172 holding.
  • Independent Wealth Network first reported a position in Aflac in Q4 2021 and has held it in 19 quarters since.
  • Independent Wealth Network's Aflac position peaked at $610K in Q3 2024.
  • 469 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.