Institute for Wealth Management’s Aflac AFL Stock Holding History

Institute for Wealth Management’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	$12.7K	Buy	+109	New	+$12.5K	﹤0.01%	1259
2019 Q3	–	Sell	-14,444	Closed	-$792K	–	424
2019 Q2	$792K	Sell	14,444 -1,530	-10%	-$78.9K	0.18%	174
2019 Q1	$799K	Sell	15,974 -687	-4%	-$33.1K	0.17%	159
2018 Q4	$759K	Sell	16,661 -11,053	-40%	-$491K	0.31%	100
2018 Q3	$1.3M	Sell	27,714 -2,145	-7%	-$98.2K	0.44%	77
2018 Q2	$1.28M	Sell	29,859 -392	-1%	-$17.6K	0.41%	81
2018 Q1	$1.38M	Sell	30,251 -4,113	-12%	-$182K	0.41%	77
2017 Q4	$1.51M	Sell	34,364 -36,718	-52%	-$1.57M	0.35%	86
2017 Q3	$2.89M	Buy	71,082 +31,786	+81%	+$1.28M	0.94%	17
2017 Q2	$1.53M	Buy	+39,296	New	+$1.48M	0.42%	57

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

Institute for Wealth Management's AFL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Aflac (AFL) in Q2 2026: 109 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in AFL as recently as Q2 2019.

Institute for Wealth Management first reported a position in AFL in Q2 2017 and has held it in 10 quarters since. The position peaked at $2.89M in Q3 2017. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Institute for Wealth Management held 109 shares of Aflac worth $12.7K as of Q2 2026.
Aflac was a new Institute for Wealth Management position in Q2 2026.
Aflac made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1259 holding.
Institute for Wealth Management first reported a position in Aflac in Q2 2017 and has held it in 10 quarters since.
Institute for Wealth Management's Aflac position peaked at $2.89M in Q3 2017.
1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.