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Legacy Wealth Management (Idaho)’s Aflac AFL Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-87
Closed -$9.54K – 212
2026
Q1 		$9.54K Buy
87
+20
+30% +$2.22K ﹤0.01% 500
2025
Q4 		$7.39K Buy
67
+42
+168% +$4.63K ﹤0.01% 472
2025
Q3 		$2.79K Buy
25
+2
+9% +$210 ﹤0.01% 504
2025
Q2 		$2.43K Sell
23
-9
-28% -$946 ﹤0.01% 482
2025
Q1 		$3.56K Hold
32
– – ﹤0.01% 460
2024
Q4 		$3.31K Buy
32
+9
+39% +$981 ﹤0.01% 436
2024
Q3 		$2.54K Buy
+23
New +$2.34K ﹤0.01% 461

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

Legacy Wealth Management (Idaho)'s AFL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Aflac (AFL) in Q2 2026, closing a stake of 87 shares — an estimated $9.54K sold.

Legacy Wealth Management (Idaho) first reported a position in AFL in Q3 2024 and held it in 7 quarters. The position peaked at $9.54K in Q1 2026. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Aflac position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 87 Aflac shares in Q2 2026, an estimated $9.54K.
  • Legacy Wealth Management (Idaho) first reported a position in Aflac in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Aflac position peaked at $9.54K in Q1 2026.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.