JGP Wealth Management’s Aflac AFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.54M Buy
81,374
+616
+0.8% +$70.9K 0.86% 28
2026
Q1
$8.86M Sell
80,758
-167
-0.2% -$18.5K 0.92% 28
2025
Q4
$8.92M Buy
80,925
+1,185
+1% +$131K 0.93% 29
2025
Q3
$8.82M Buy
79,740
+348
+0.4% +$36.6K 0.98% 28
2025
Q2
$8.37M Sell
79,392
-106
-0.1% -$11.1K 1.01% 29
2025
Q1
$8.84M Sell
79,498
-23,225
-23% -$2.46M 1.16% 29
2024
Q4
$10.6M Buy
102,723
+1,452
+1% +$158K 1.37% 25
2024
Q3
$11.3M Sell
101,271
-290
-0.3% -$29.5K 1.46% 25
2024
Q2
$9.07M Buy
101,561
+1,024
+1% +$88K 1.29% 33
2024
Q1
$8.63M Sell
100,537
-7,464
-7% -$612K 1.25% 36
2023
Q4
$8.91M Buy
108,001
+5,060
+5% +$408K 1.32% 33
2023
Q3
$7.9M Buy
102,941
+1,779
+2% +$132K 1.33% 31
2023
Q2
$7.06M Buy
101,162
+2,526
+3% +$169K 1.15% 36
2023
Q1
$6.36M Buy
98,636
+3,009
+3% +$206K 1.12% 37
2022
Q4
$6.88M Buy
95,627
+2,351
+3% +$157K 1.26% 38
2022
Q3
$5.38M Buy
93,276
+926
+1% +$54.5K 1.13% 38
2022
Q2
$5.17M Buy
92,350
+1,445
+2% +$85.3K 1.04% 40
2022
Q1
$5.96M Sell
90,905
-29,049
-24% -$1.82M 1.1% 39
2021
Q4
$7.21M Buy
119,954
+3,932
+3% +$220K 1.34% 30
2021
Q3
$6.05M Buy
116,022
+867
+0.8% +$47.4K 1.31% 30
2021
Q2
$6.18M Sell
115,155
-1,988
-2% -$108K 1.33% 32
2021
Q1
$6M Buy
117,143
+2,083
+2% +$99.9K 1.34% 25
2020
Q4
$5.26M Buy
115,060
+7,183
+7% +$294K 1.22% 30
2020
Q3
$4.09M Buy
107,877
+9,390
+10% +$342K 1.09% 35
2020
Q2
$3.49M Buy
98,487
+11,090
+13% +$401K 1.03% 39
2020
Q1
$3.3M Buy
87,397
+4,959
+6% +$227K 1.17% 34
2019
Q4
$4.36M Buy
82,438
+10,198
+14% +$541K 1.29% 31
2019
Q3
$3.65M Buy
72,240
+1,486
+2% +$78.5K 1.27% 34
2019
Q2
$3.88M Buy
70,754
+1,417
+2% +$73.1K 1.37% 31
2019
Q1
$3.47M Sell
69,337
-51
-0.1% -$2.46K 1.31% 33
2018
Q4
$3.16M Buy
69,388
+1,765
+3% +$78.5K 1.31% 30
2018
Q3
$3.18M Buy
67,623
+810
+1% +$37.1K 1.27% 33
2018
Q2
$2.87M Buy
+66,813
New +$3M 1.2% 37

Other funds holding AFL

JGP Wealth Management's AFL Position: Q2 2026 in Review

JGP Wealth Management increased its Aflac (AFL) stake by 0.76% in Q2 2026, buying an estimated $70.9K and bringing the position to 81,374 shares worth $9.54M. The position accounts for 0.86% of the portfolio, ranked #28.

JGP Wealth Management first reported a position in AFL in Q2 2018 and has held it in 33 quarters since. The position peaked at $11.3M in Q3 2024. 573 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • JGP Wealth Management held 81,374 shares of Aflac worth $9.54M as of Q2 2026.
  • JGP Wealth Management bought 616 Aflac shares in Q2 2026, an estimated $70.9K.
  • Aflac made up 0.86% of JGP Wealth Management's portfolio in Q2 2026, its #28 holding.
  • JGP Wealth Management first reported a position in Aflac in Q2 2018 and has held it in 33 quarters since.
  • JGP Wealth Management's Aflac position peaked at $11.3M in Q3 2024.
  • 573 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.