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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
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

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 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

Jamison Private Wealth Management's AFL Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Aflac (AFL) stake by 0.07% in Q2 2026, buying an estimated $460 and bringing the position to 5,902 shares worth $692K. The position accounts for 0.07% of the portfolio, ranked #141.

Jamison Private Wealth Management first reported a position in AFL in Q3 2023 and has held it in 12 quarters since. The position peaked at $702K in Q3 2024. 560 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Jamison Private Wealth Management held 5,902 shares of Aflac worth $692K as of Q2 2026.
  • Jamison Private Wealth Management bought 4 Aflac shares in Q2 2026, an estimated $460.
  • Aflac made up 0.07% of Jamison Private Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Jamison Private Wealth Management first reported a position in Aflac in Q3 2023 and has held it in 12 quarters since.
  • Jamison Private Wealth Management's Aflac position peaked at $702K in Q3 2024.
  • 560 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.