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Kingswood Wealth Advisors’s Aflac AFL Stock Holding History

Kingswood Wealth Advisors’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 		$1.24M Buy
10,559
+441
+4% +$50.8K 0.05% 362
2026
Q1 		$1.11M Sell
10,118
-1,191
-11% -$132K 0.05% 358
2025
Q4 		$1.25M Buy
11,309
+1,012
+10% +$111K 0.06% 309
2025
Q3 		$1.15M Buy
10,297
+1,735
+20% +$182K 0.07% 291
2025
Q2 		$903K Buy
8,562
+1,897
+28% +$199K 0.07% 281
2025
Q1 		$742K Sell
6,665
-1,046
-14% -$111K 0.07% 311
2024
Q4 		$798K Sell
7,711
-4,467
-37% -$487K 0.06% 319
2024
Q3 		$1.36M Buy
12,178
+6,634
+120% +$674K 0.1% 236
2024
Q2 		$495K Sell
5,544
-1,262
-19% -$108K 0.04% 393
2024
Q1 		$584K Buy
6,806
+4,205
+162% +$345K 0.07% 309
2023
Q4 		$215K Buy
+2,601
New +$210K 0.02% 565

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 $3.38T AUM 44.17% 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

Kingswood Wealth Advisors's AFL Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Aflac (AFL) stake by 4.4% in Q2 2026, buying an estimated $50.8K and bringing the position to 10,559 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #362.

Kingswood Wealth Advisors first reported a position in AFL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q3 2024. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Kingswood Wealth Advisors held 10,559 shares of Aflac worth $1.24M as of Q2 2026.
  • Kingswood Wealth Advisors bought 441 Aflac shares in Q2 2026, an estimated $50.8K.
  • Aflac made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #362 holding.
  • Kingswood Wealth Advisors first reported a position in Aflac in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Aflac position peaked at $1.36M in Q3 2024.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.