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LVW Advisors’s Aflac AFL Stock Holding History

LVW 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 		$223K Sell
1,901
-227
-11% -$26.1K 0.02% 418
2026
Q1 		$233K Sell
2,128
-189
-8% -$20.9K 0.02% 383
2025
Q4 		$255K Buy
2,317
+11
+0.5% +$1.21K 0.03% 299
2025
Q3 		$258K Sell
2,306
-74
-3% -$7.77K 0.03% 299
2025
Q2 		$251K Buy
2,380
+431
+22% +$45.3K 0.03% 289
2025
Q1 		$217K Buy
+1,949
New +$207K 0.03% 288
2024
Q4 		– Sell
-1,812
Closed -$203K – 311
2024
Q3 		$203K Buy
+1,812
New +$184K 0.03% 302

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

LVW Advisors's AFL Position: Q2 2026 in Review

LVW Advisors reduced its Aflac (AFL) stake by 11% in Q2 2026, selling an estimated $26.1K and leaving 1,901 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #418.

LVW Advisors first reported a position in AFL in Q3 2024 and has held it in 7 quarters since. The position peaked at $258K in Q3 2025. 526 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • LVW Advisors held 1,901 shares of Aflac worth $223K as of Q2 2026.
  • LVW Advisors sold 227 Aflac shares in Q2 2026, an estimated $26.1K.
  • Aflac made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #418 holding.
  • LVW Advisors first reported a position in Aflac in Q3 2024 and has held it in 7 quarters since.
  • LVW Advisors's Aflac position peaked at $258K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.