Lodestone Wealth Management’s Aflac AFL Stock Holding History

Lodestone Wealth Management’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 Q3	$164K	Buy	1,467 +323	+28%	+$38.7K	0.06%	201
2026 Q2	$134K	Sell	1,144 -652	-36%	-$75.1K	0.05%	207
2026 Q1	$197K	Buy	1,796 +9	+0.5%	+$997	0.08%	178
2025 Q4	$197K	Sell	1,787 -272	-13%	-$30K	0.08%	172
2025 Q3	$230K	Buy	2,059 +11	+0.5%	+$1.16K	0.1%	163
2025 Q2	$216K	Buy	2,048 +12	+0.6%	+$1.26K	0.11%	157
2025 Q1	$226K	Buy	2,036 +87	+4%	+$9.23K	0.12%	146
2024 Q4	$202K	Sell	1,949 -123	-6%	-$13.4K	0.1%	150
2024 Q3	$232K	Buy	+2,072	New	+$211K	0.12%	137

Other funds holding AFL

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Lodestone Wealth Management's AFL Position: Q3 2026 in Review

Lodestone Wealth Management increased its Aflac (AFL) stake by 28% in Q3 2026, buying an estimated $38.7K and bringing the position to 1,467 shares worth $164K. The position accounts for 0.06% of the portfolio, ranked #201.

Lodestone Wealth Management first reported a position in AFL in Q3 2024 and has held it in 9 quarters since. The position peaked at $232K in Q3 2024. 683 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

Lodestone Wealth Management held 1,467 shares of Aflac worth $164K as of Q3 2026.
Lodestone Wealth Management bought 323 Aflac shares in Q3 2026, an estimated $38.7K.
Aflac made up 0.06% of Lodestone Wealth Management's portfolio in Q3 2026, its #201 holding.
Lodestone Wealth Management first reported a position in Aflac in Q3 2024 and has held it in 9 quarters since.
Lodestone Wealth Management's Aflac position peaked at $232K in Q3 2024.
683 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.