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Legacy Financial Strategies’s Aflac AFL Stock Holding History

Legacy Financial Strategies’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 		$3.66M Sell
31,197
-1,852
-6% -$213K 0.57% 22
2026
Q1 		$3.63M Sell
33,049
-889
-3% -$98.5K 0.65% 22
2025
Q4 		$3.74M Sell
33,938
-2,759
-8% -$304K 0.66% 22
2025
Q3 		$4.1M Buy
36,697
+1,285
+4% +$135K 0.74% 19
2025
Q2 		$3.73M Sell
35,412
-931
-3% -$97.8K 0.73% 22
2025
Q1 		$4.04M Sell
36,343
-2,742
-7% -$291K 0.88% 18
2024
Q4 		$4M Sell
39,085
-570
-1% -$62.2K 0.86% 17
2024
Q3 		$4.43M Sell
39,655
-82
-0.2% -$8.33K 0.98% 16
2024
Q2 		$3.54M Buy
39,737
+3,079
+8% +$265K 0.85% 18
2024
Q1 		$3.15M Sell
36,658
-629
-2% -$51.6K 0.81% 21
2023
Q4 		$3.08M Sell
37,287
-73
-0.2% -$5.88K 0.88% 18
2023
Q3 		$3M Buy
37,360
+1,114
+3% +$82.7K 0.96% 14
2023
Q2 		$2.53M Buy
36,246
+2,717
+8% +$182K 0.85% 25
2023
Q1 		$2.16M Sell
33,529
-2,643
-7% -$181K 0.8% 26
2022
Q4 		$2.6M Buy
36,172
+1,882
+5% +$126K 1.08% 14
2022
Q3 		$1.93M Buy
34,290
+2,904
+9% +$171K 0.9% 16
2022
Q2 		$1.74M Buy
31,386
+1,466
+5% +$86.5K 0.86% 20
2022
Q1 		$1.93M Buy
29,920
+348
+1% +$21.8K 0.82% 19
2021
Q4 		$1.73M Buy
29,572
+784
+3% +$43.9K 0.75% 26
2021
Q3 		$1.5M Buy
28,788
+1,758
+7% +$96.1K 0.71% 24
2021
Q2 		$1.45M Buy
+27,030
New +$1.47M 0.69% 27

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 Strategies's AFL Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Aflac (AFL) stake by 5.6% in Q2 2026, selling an estimated $213K and leaving 31,197 shares worth $3.66M. The position accounts for 0.57% of the portfolio, ranked #22.

Legacy Financial Strategies first reported a position in AFL in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.43M in Q3 2024. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Legacy Financial Strategies held 31,197 shares of Aflac worth $3.66M as of Q2 2026.
  • Legacy Financial Strategies sold 1,852 Aflac shares in Q2 2026, an estimated $213K.
  • Aflac made up 0.57% of Legacy Financial Strategies's portfolio in Q2 2026, its #22 holding.
  • Legacy Financial Strategies first reported a position in Aflac in Q2 2021 and has held it in 21 quarters since.
  • Legacy Financial Strategies's Aflac position peaked at $4.43M in Q3 2024.
  • 1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.