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Marshall & Sterling Wealth Advisors’s Aflac AFL Stock Holding History

Marshall & Sterling Wealth 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 		$14.5K Hold
123
– – 0.01% 223
2026
Q1 		$13.5K Buy
123
+1
+0.8% +$111 0.01% 225
2025
Q4 		$13.5K Sell
122
-12
-9% -$1.32K 0.01% 219
2025
Q3 		$14.9K Sell
134
-58
-30% -$6.09K 0.01% 301
2025
Q2 		$20.2K Sell
192
-101
-34% -$10.6K 0.01% 259
2025
Q1 		$32.5K Buy
293
+128
+78% +$13.6K 0.02% 207
2024
Q4 		$17K Buy
+165
New +$18K 0.01% 201

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
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
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $147M AUM

Marshall & Sterling Wealth Advisors's AFL Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Aflac (AFL) position steady in Q2 2026 at 123 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #223.

Marshall & Sterling Wealth Advisors first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.5K in Q1 2025. 416 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 123 shares of Aflac worth $14.5K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #223 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Aflac position peaked at $32.5K in Q1 2025.
  • 416 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.