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Joule Financial’s Aflac AFL Stock Holding History

Joule Financial’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 		$325K Sell
2,773
-94
-3% -$10.8K 0.09% 89
2026
Q1 		$315K Hold
2,867
– – 0.09% 86
2025
Q4 		$316K Buy
2,867
+134
+5% +$14.8K 0.09% 78
2025
Q3 		$305K Buy
2,733
+4
+0.1% +$420 0.09% 88
2025
Q2 		$288K Buy
2,729
+572
+27% +$60.1K 0.09% 89
2025
Q1 		$240K Hold
2,157
– – 0.08% 92
2024
Q4 		$223K Buy
2,157
+274
+15% +$29.9K 0.08% 99
2024
Q3 		$211K Buy
+1,883
New +$191K 0.08% 103

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

Joule Financial's AFL Position: Q2 2026 in Review

Joule Financial reduced its Aflac (AFL) stake by 3.3% in Q2 2026, selling an estimated $10.8K and leaving 2,773 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #89.

Joule Financial first reported a position in AFL in Q3 2024 and has held it in 8 quarters since. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Joule Financial held 2,773 shares of Aflac worth $325K as of Q2 2026.
  • Joule Financial sold 94 Aflac shares in Q2 2026, an estimated $10.8K.
  • Aflac made up 0.09% of Joule Financial's portfolio in Q2 2026, its #89 holding.
  • Joule Financial first reported a position in Aflac in Q3 2024 and has held it in 8 quarters since.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.