Matrix Asset Advisors’s Aflac AFL Stock Holding History

Matrix Asset 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	$734K	Buy	6,264 +11	+0.2%	+$1.27K	0.06%	69
2026 Q1	$686K	Buy	6,253 +10	+0.2%	+$1.11K	0.06%	66
2025 Q4	$688K	Buy	6,243 +7	+0.1%	+$771	0.06%	68
2025 Q3	$697K	Buy	6,236 +14	+0.2%	+$1.47K	0.06%	68
2025 Q2	$656K	Buy	6,222 +11	+0.2%	+$1.16K	0.07%	67
2025 Q1	$691K	Buy	6,211 +10	+0.2%	+$1.06K	0.08%	62
2024 Q4	$641K	Hold	6,201	–	–	0.07%	68
2024 Q3	$693K	Hold	6,201	–	–	0.08%	61
2024 Q2	$554K	Hold	6,201	–	–	0.07%	65
2024 Q1	$532K	Hold	6,201	–	–	0.06%	64
2023 Q4	$512K	Hold	6,201	–	–	0.07%	64
2023 Q3	$476K	Hold	6,201	–	–	0.07%	64
2023 Q2	$433K	Hold	6,201	–	–	0.06%	70
2023 Q1	$400K	Hold	6,201	–	–	0.06%	69
2022 Q4	$446K	Hold	6,201	–	–	0.07%	70
2022 Q3	$348K	Hold	6,201	–	–	0.06%	71
2022 Q2	$343K	Hold	6,201	–	–	0.05%	73
2022 Q1	$399K	Hold	6,201	–	–	0.05%	69
2021 Q4	$362K	Hold	6,201	–	–	0.05%	73
2021 Q3	$323K	Hold	6,201	–	–	0.05%	72
2021 Q2	$333K	Hold	6,201	–	–	0.05%	68
2021 Q1	$317K	Hold	6,201	–	–	0.05%	78
2020 Q4	$276K	Hold	6,201	–	–	0.05%	78
2020 Q3	$225K	Hold	6,201	–	–	0.04%	76
2020 Q2	$223K	Hold	6,201	–	–	0.04%	71
2020 Q1	$212K	Hold	6,201	–	–	0.05%	66
2019 Q4	$328K	Hold	6,201	–	–	0.05%	62
2019 Q3	$324K	Hold	6,201	–	–	0.06%	59
2019 Q2	$340K	Hold	6,201	–	–	0.06%	61
2019 Q1	$310K	Hold	6,201	–	–	0.05%	60
2018 Q4	$283K	Hold	6,201	–	–	0.05%	59
2018 Q3	$292K	Hold	6,201	–	–	0.05%	59
2018 Q2	$267K	Sell	6,201 -389	-6%	-$17.5K	0.04%	61
2018 Q1	$288K	Hold	6,590	–	–	0.05%	60
2017 Q4	$289K	Hold	6,590	–	–	0.05%	57
2017 Q3	$268K	Sell	6,590 -1,200	-15%	-$48.3K	0.04%	59
2017 Q2	$303K	Hold	7,790	–	–	0.05%	56
2017 Q1	$282K	Hold	7,790	–	–	0.05%	57
2016 Q4	$271K	Hold	7,790	–	–	0.05%	64
2016 Q3	$280K	Hold	7,790	–	–	0.05%	65
2016 Q2	$281K	Hold	7,790	–	–	0.05%	62
2016 Q1	$246K	Hold	7,790	–	–	0.05%	64
2015 Q4	$233K	Hold	7,790	–	–	0.04%	70
2015 Q3	$226K	Hold	7,790	–	–	0.03%	63
2015 Q2	$242K	Hold	7,790	–	–	0.03%	67
2015 Q1	$249K	Hold	7,790	–	–	0.03%	69
2014 Q4	$238K	Hold	7,790	–	–	0.03%	69
2014 Q3	$227K	Hold	7,790	–	–	0.03%	69
2014 Q2	$242K	Hold	7,790	–	–	0.03%	67
2014 Q1	$246K	Hold	7,790	–	–	0.03%	66
2013 Q4	$260K	Hold	7,790	–	–	0.03%	65
2013 Q3	$241K	Hold	7,790	–	–	0.03%	63
2013 Q2	$226K	Buy	+7,790	New	+$211K	0.03%	65

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

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

DCM

Dorato Capital Management Denver, Colorado $147M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Matrix Asset Advisors's AFL Position: Q2 2026 in Review

Matrix Asset Advisors increased its Aflac (AFL) stake by 0.18% in Q2 2026, buying an estimated $1.27K and bringing the position to 6,264 shares worth $734K. The position accounts for 0.06% of the portfolio, ranked #69.

Matrix Asset Advisors first reported a position in AFL in Q2 2013 and has held it in 53 quarters since. 276 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Matrix Asset Advisors held 6,264 shares of Aflac worth $734K as of Q2 2026.
Matrix Asset Advisors bought 11 Aflac shares in Q2 2026, an estimated $1.27K.
Aflac made up 0.06% of Matrix Asset Advisors's portfolio in Q2 2026, its #69 holding.
Matrix Asset Advisors first reported a position in Aflac in Q2 2013 and has held it in 53 quarters since.
276 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

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