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Legacy Advisors’s Aflac AFL Stock Holding History

Legacy 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 		$355K Buy
+3,030
New +$349K 0.03% 221
2025
Q1 		$292K Buy
2,625
+159
+6% +$16.9K 0.03% 332
2024
Q4 		$255K Sell
2,466
-1,141
-32% -$124K 0.02% 337
2024
Q3 		$403K Sell
3,607
-39
-1% -$3.96K 0.04% 262
2024
Q2 		$326K Buy
3,646
+500
+16% +$43K 0.04% 240
2024
Q1 		$270K Sell
3,146
-678
-18% -$55.6K 0.03% 260
2023
Q4 		$315K Sell
3,824
-1,389
-27% -$112K 0.04% 237
2023
Q3 		$400K Buy
5,213
+144
+3% +$10.7K 0.06% 203
2023
Q2 		$354K Sell
5,069
-638
-11% -$42.7K 0.05% 202
2023
Q1 		$368K Sell
5,707
-42
-0.7% -$2.88K 0.07% 179
2022
Q4 		$414K Buy
+5,749
New +$385K 0.08% 158
2019
Q3 		– Sell
-288
Closed -$16K – 119
2019
Q2 		$16K Sell
288
-1,230
-81% -$63.4K 0.01% 270
2019
Q1 		$76K Buy
+1,518
New +$73.2K 0.02% 180
2018
Q4 		– Sell
-35,708
Closed -$1.68M – 120
2018
Q3 		$1.68M Buy
35,708
+35,420
+12,299% +$1.62M 0.83% 33
2018
Q2 		$12K Hold
288
– – 0.01% 291
2018
Q1 		$13K Sell
288
-2,654
-90% -$117K 0.01% 241
2017
Q4 		$129K Buy
2,942
+2,654
+922% +$113K 0.13% 75
2017
Q3 		$11K Hold
288
– – 0.01% 204
2017
Q2 		$11K Hold
288
– – 0.01% 161
2017
Q1 		$10K Sell
288
-728
-72% -$25.8K 0.01% 155
2016
Q4 		$35K Buy
+1,016
New +$35.8K 0.05% 118

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

Legacy Advisors's AFL Position: Q2 2026 in Review

Legacy Advisors opened a new position in Aflac (AFL) in Q2 2026: 3,030 shares worth $355K. The stake represents 0.03% of the portfolio and ranks #221 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in AFL as recently as Q1 2025.

Legacy Advisors first reported a position in AFL in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.68M in Q3 2018. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Legacy Advisors held 3,030 shares of Aflac worth $355K as of Q2 2026.
  • Aflac was a new Legacy Advisors position in Q2 2026.
  • Aflac made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #221 holding.
  • Legacy Advisors first reported a position in Aflac in Q4 2016 and has held it in 21 quarters since.
  • Legacy Advisors's Aflac position peaked at $1.68M in Q3 2018.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.