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Modern Wealth Management’s Aflac AFL Stock Holding History

Modern 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 		$375K Buy
3,201
+223
+7% +$25.7K ﹤0.01% 800
2026
Q1 		$327K Sell
2,978
-87
-3% -$9.64K 0.01% 689
2025
Q4 		$338K Buy
3,065
+338
+12% +$37.2K 0.01% 649
2025
Q3 		$305K Buy
2,727
+156
+6% +$16.4K 0.01% 639
2025
Q2 		$271K Sell
2,571
-56
-2% -$5.88K 0.01% 639
2025
Q1 		$292K Sell
2,627
-112
-4% -$11.9K 0.01% 530
2024
Q4 		$283K Buy
2,739
+707
+35% +$77.1K 0.01% 467
2024
Q3 		$227K Buy
+2,032
New +$207K 0.01% 392

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its Aflac (AFL) stake by 7.5% in Q2 2026, buying an estimated $25.7K and bringing the position to 3,201 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Modern Wealth Management first reported a position in AFL in Q3 2024 and has held it in 8 quarters since. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Modern Wealth Management held 3,201 shares of Aflac worth $375K as of Q2 2026.
  • Modern Wealth Management bought 223 Aflac shares in Q2 2026, an estimated $25.7K.
  • Aflac made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #800 holding.
  • Modern Wealth Management first reported a position in Aflac in Q3 2024 and has held it in 8 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.