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Mission Wealth Management’s Aflac AFL Stock Holding History

Mission 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 		– Hold
0
– – – 255
2024
Q2 		– Hold
0
– -$472K – 673
2024
Q1 		– Hold
0
– – – 445
2023
Q4 		– Hold
0
– – – 255

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Mission Wealth Management increased its Aflac (AFL) stake by 5.3% in Q2 2026, buying an estimated $423K and bringing the position to 73,091 shares worth $8.57M. The position accounts for 0.1% of the portfolio, ranked #121.

Mission Wealth Management first reported a position in AFL in Q2 2015 and has held it in 26 quarters since. The position peaked at $9.39M in Q1 2025. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Mission Wealth Management held 73,091 shares of Aflac worth $8.57M as of Q2 2026.
  • Mission Wealth Management bought 3,676 Aflac shares in Q2 2026, an estimated $423K.
  • Aflac made up 0.1% of Mission Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Mission Wealth Management first reported a position in Aflac in Q2 2015 and has held it in 26 quarters since.
  • Mission Wealth Management's Aflac position peaked at $9.39M in Q1 2025.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.