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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
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

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lodestone Wealth Management's AFL Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Aflac (AFL) stake by 36% in Q2 2026, selling an estimated $75.1K and leaving 1,144 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #207.

Lodestone Wealth Management first reported a position in AFL in Q3 2024 and has held it in 8 quarters since. The position peaked at $232K in Q3 2024. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Lodestone Wealth Management held 1,144 shares of Aflac worth $134K as of Q2 2026.
  • Lodestone Wealth Management sold 652 Aflac shares in Q2 2026, an estimated $75.1K.
  • Aflac made up 0.05% of Lodestone Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Lodestone Wealth Management first reported a position in Aflac in Q3 2024 and has held it in 8 quarters since.
  • Lodestone Wealth Management's Aflac position peaked at $232K in Q3 2024.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.