Intentional Wealth Strategies’s Aflac AFL Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-13	Closed	-$1.43K	–	88
2026 Q1	$1.43K	Buy	+13	New	+$1.44K	﹤0.01%	715

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

Intentional Wealth Strategies's AFL Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Aflac (AFL) in Q2 2026, closing a stake of 13 shares — an estimated $1.43K sold.

Intentional Wealth Strategies first reported a position in AFL in Q1 2026 and held it in 1 quarter. The position peaked at $1.43K in Q1 2026. 1,687 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Intentional Wealth Strategies reported no remaining Aflac position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 13 Aflac shares in Q2 2026, an estimated $1.43K.
Intentional Wealth Strategies first reported a position in Aflac in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Aflac position peaked at $1.43K in Q1 2026.
1,687 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

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