Kozak & Associates’s Aflac AFL Stock Holding History

Kozak & Associates’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	$125K	Buy	1,057 +18	+2%	+$2.07K	0.02%	93
2026 Q1	$116K	Buy	1,039 +6	+0.6%	+$665	0.02%	100
2025 Q4	$113K	Buy	1,033 +5	+0.5%	+$551	0.02%	98
2025 Q3	$115K	Buy	1,028 +6	+0.6%	+$630	0.02%	105
2025 Q2	$104K	Buy	1,022 +6	+0.6%	+$630	0.02%	107
2025 Q1	$110K	Buy	1,016 +5	+0.5%	+$530	0.03%	97
2024 Q4	$104K	Buy	1,011 +5	+0.5%	+$545	0.02%	100
2024 Q3	$115K	Buy	1,006 +4	+0.4%	+$407	0.03%	98
2024 Q2	$89.3K	Buy	1,002 +6	+0.6%	+$516	0.02%	99
2024 Q1	$86.8K	Sell	996 -121	-11%	-$9.92K	0.02%	103
2023 Q4	$92.2K	Buy	1,117 +5	+0.4%	+$403	0.03%	109
2023 Q3	$86.3K	Hold	1,112	–	–	0.03%	107
2023 Q2	$78.1K	Hold	1,112	–	–	0.03%	113
2023 Q1	$71.7K	Hold	1,112	–	–	0.03%	121
2022 Q4	$80K	Hold	1,112	–	–	0.04%	120
2022 Q3	$65K	Hold	1,112	–	–	0.04%	125
2022 Q2	$62K	Hold	1,112	–	–	0.04%	132
2022 Q1	$67K	Hold	1,112	–	–	0.04%	134
2021 Q4	$67K	Hold	1,112	–	–	0.04%	134
2021 Q3	$64K	Buy	+1,112	New	+$60.8K	0.04%	141

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Kozak & Associates's AFL Position: Q2 2026 in Review

Kozak & Associates increased its Aflac (AFL) stake by 1.7% in Q2 2026, buying an estimated $2.07K and bringing the position to 1,057 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #93.

Kozak & Associates first reported a position in AFL in Q3 2021 and has held it in 20 quarters since. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Kozak & Associates held 1,057 shares of Aflac worth $125K as of Q2 2026.
Kozak & Associates bought 18 Aflac shares in Q2 2026, an estimated $2.07K.
Aflac made up 0.02% of Kozak & Associates's portfolio in Q2 2026, its #93 holding.
Kozak & Associates first reported a position in Aflac in Q3 2021 and has held it in 20 quarters since.
523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.