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Mattern Wealth Management’s Aflac AFL Stock Holding History

Mattern 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 		$931K Sell
7,939
-464
-6% -$53.4K 0.15% 74
2026
Q1 		$922K Sell
8,403
-442
-5% -$49K 0.18% 63
2025
Q4 		$975K Sell
8,845
-40
-0.5% -$4.41K 0.19% 60
2025
Q3 		$992K Sell
8,885
-447
-5% -$47K 0.2% 61
2025
Q2 		$984K Sell
9,332
-55
-0.6% -$5.78K 0.2% 62
2025
Q1 		$1.04M Sell
9,387
-536
-5% -$56.9K 0.23% 66
2024
Q4 		$1.03M Sell
9,923
-1,180
-11% -$129K 0.23% 68
2024
Q3 		$1.24M Sell
11,103
-19,536
-64% -$1.99M 0.27% 66
2024
Q2 		$2.74M Sell
30,639
-2,931
-9% -$252K 0.66% 47
2024
Q1 		$2.88M Sell
33,570
-271
-0.8% -$22.2K 0.7% 43
2023
Q4 		$2.79M Buy
33,841
+1,623
+5% +$131K 0.72% 38
2023
Q3 		$2.47M Buy
32,218
+5,333
+20% +$396K 0.73% 39
2023
Q2 		$1.88M Buy
26,885
+4,912
+22% +$329K 0.55% 54
2023
Q1 		$1.42M Buy
21,973
+15,589
+244% +$1.07M 0.47% 68
2022
Q4 		$459K Buy
6,384
+208
+3% +$13.9K 0.19% 106
2022
Q3 		$347K Buy
6,176
+1,318
+27% +$77.6K 0.14% 114
2022
Q2 		$269K Hold
4,858
– – 0.11% 126
2022
Q1 		$313K Hold
4,858
– – 0.1% 123
2021
Q4 		$284K Sell
4,858
-154
-3% -$8.63K 0.08% 148
2021
Q3 		$261K Sell
5,012
-1,100
-18% -$60.1K 0.09% 146
2021
Q2 		$325K Sell
6,112
-237
-4% -$12.9K 0.1% 136
2021
Q1 		$325K Sell
6,349
-20,198
-76% -$969K 0.11% 129
2020
Q4 		$1.18M Sell
26,547
-2,334
-8% -$95.5K 0.45% 66
2020
Q3 		$1.05M Sell
28,881
-151
-0.5% -$5.5K 0.45% 68
2020
Q2 		$1.05M Buy
29,032
+1,116
+4% +$40.3K 0.51% 62
2020
Q1 		$956K Sell
27,916
-1,040
-4% -$47.5K 0.69% 49
2019
Q4 		$1.53M Buy
+28,956
New +$1.54M 0.92% 42

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

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

Mattern Wealth Management reduced its Aflac (AFL) stake by 5.5% in Q2 2026, selling an estimated $53.4K and leaving 7,939 shares worth $931K. The position accounts for 0.15% of the portfolio, ranked #74.

Mattern Wealth Management first reported a position in AFL in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.88M in Q1 2024. 530 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Mattern Wealth Management held 7,939 shares of Aflac worth $931K as of Q2 2026.
  • Mattern Wealth Management sold 464 Aflac shares in Q2 2026, an estimated $53.4K.
  • Aflac made up 0.15% of Mattern Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Mattern Wealth Management first reported a position in Aflac in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Aflac position peaked at $2.88M in Q1 2024.
  • 530 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.