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Legacy Financial Advisors’s Aflac AFL Stock Holding History

Legacy Financial 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 		$261K Sell
2,225
-30
-1% -$3.45K 0.03% 374
2026
Q1 		$247K Sell
2,255
-315
-12% -$34.9K 0.03% 358
2025
Q4 		$283K Sell
2,570
-71
-3% -$7.82K 0.04% 324
2025
Q3 		$295K Buy
2,641
+575
+28% +$60.4K 0.04% 324
2025
Q2 		$218K Sell
2,066
-105
-5% -$11K 0.03% 322
2025
Q1 		$241K Buy
2,171
+3
+0.1% +$318 0.04% 316
2024
Q4 		$224K Sell
2,168
-197
-8% -$21.5K 0.04% 315
2024
Q3 		$264K Sell
2,365
-99
-4% -$10.1K 0.04% 295
2024
Q2 		$220K Buy
+2,464
New +$212K 0.04% 306
2019
Q2 		– Sell
-1,608
Closed -$80K – 136
2019
Q1 		$80K Buy
1,608
+107
+7% +$5.16K 0.03% 198
2018
Q4 		$68K Buy
1,501
+845
+129% +$37.6K 0.03% 188
2018
Q3 		$30K Buy
656
+36
+6% +$1.65K 0.01% 308
2018
Q2 		$26K Buy
620
+20
+3% +$898 0.01% 337
2018
Q1 		$26K Hold
600
– – 0.01% 322
2017
Q4 		$26K Buy
+600
New +$25.6K 0.01% 328

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 Financial Advisors's AFL Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Aflac (AFL) stake by 1.3% in Q2 2026, selling an estimated $3.45K and leaving 2,225 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #374.

Legacy Financial Advisors first reported a position in AFL in Q4 2017 and has held it in 15 quarters since. The position peaked at $295K in Q3 2025. 1,698 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Legacy Financial Advisors held 2,225 shares of Aflac worth $261K as of Q2 2026.
  • Legacy Financial Advisors sold 30 Aflac shares in Q2 2026, an estimated $3.45K.
  • Aflac made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #374 holding.
  • Legacy Financial Advisors first reported a position in Aflac in Q4 2017 and has held it in 15 quarters since.
  • Legacy Financial Advisors's Aflac position peaked at $295K in Q3 2025.
  • 1,698 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.