Jamison Private Wealth Management
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Jamison Private Wealth Management’s Aflac AFL Stock Holding History

Jamison Private 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
Q3 		$660K Buy
5,905
+3
+0.1% +$360 0.07% 146
2026
Q2 		$692K Buy
5,902
+4
+0.1% +$460 0.07% 141
2026
Q1 		$647K Sell
5,898
-228
-4% -$25.3K 0.08% 138
2025
Q4 		$676K Buy
6,126
+4
+0.1% +$441 0.08% 136
2025
Q3 		$684K Buy
6,122
+3
+0% +$315 0.09% 137
2025
Q2 		$645K Buy
6,119
+4
+0.1% +$420 0.09% 131
2025
Q1 		$680K Sell
6,115
-174
-3% -$18.5K 0.1% 119
2024
Q4 		$651K Buy
6,289
+7
+0.1% +$763 0.1% 127
2024
Q3 		$702K Buy
6,282
+7
+0.1% +$711 0.11% 120
2024
Q2 		$560K Sell
6,275
-114
-2% -$9.8K 0.09% 128
2024
Q1 		$549K Sell
6,389
-324
-5% -$26.6K 0.09% 128
2023
Q4 		$554K Buy
6,713
+9
+0.1% +$725 0.1% 128
2023
Q3 		$515K Buy
+6,704
New +$498K 0.11% 124

Other funds holding AFL

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Jamison Private Wealth Management's AFL Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Aflac (AFL) stake by 0.05% in Q3 2026, buying an estimated $360 and bringing the position to 5,905 shares worth $660K. The position accounts for 0.07% of the portfolio, ranked #146.

Jamison Private Wealth Management first reported a position in AFL in Q3 2023 and has held it in 13 quarters since. The position peaked at $702K in Q3 2024. 1,455 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Jamison Private Wealth Management held 5,905 shares of Aflac worth $660K as of Q3 2026.
  • Jamison Private Wealth Management bought 3 Aflac shares in Q3 2026, an estimated $360.
  • Aflac made up 0.07% of Jamison Private Wealth Management's portfolio in Q3 2026, its #146 holding.
  • Jamison Private Wealth Management first reported a position in Aflac in Q3 2023 and has held it in 13 quarters since.
  • Jamison Private Wealth Management's Aflac position peaked at $702K in Q3 2024.
  • 1,455 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.