JWM
AFL icon

JPL Wealth Management’s Aflac AFL Stock Holding History

JPL 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 		$130K Buy
1,106
+27
+3% +$3.11K 0.03% 157
2026
Q1 		$118K Buy
+1,079
New +$120K 0.03% 151
2025
Q4 		– Sell
-1,091
Closed -$122K – 139
2025
Q3 		$122K Buy
+1,091
New +$115K 0.03% 157

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JPL Wealth Management increased its Aflac (AFL) stake by 2.5% in Q2 2026, buying an estimated $3.11K and bringing the position to 1,106 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #157.

JPL Wealth Management first reported a position in AFL in Q3 2025 and has held it in 3 quarters since. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • JPL Wealth Management held 1,106 shares of Aflac worth $130K as of Q2 2026.
  • JPL Wealth Management bought 27 Aflac shares in Q2 2026, an estimated $3.11K.
  • Aflac made up 0.03% of JPL Wealth Management's portfolio in Q2 2026, its #157 holding.
  • JPL Wealth Management first reported a position in Aflac in Q3 2025 and has held it in 3 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.