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Mount Yale Investment Advisors’s Aflac AFL Stock Holding History

Mount Yale Investment 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 		$3.59M Buy
30,650
+3,704
+14% +$426K 0.07% 278
2026
Q1 		$2.96M Buy
26,946
+12,247
+83% +$1.36M 0.07% 286
2025
Q4 		$1.62M Buy
14,699
+6,011
+69% +$662K 0.08% 225
2025
Q3 		$970K Sell
8,688
-4,172
-32% -$438K 0.07% 289
2025
Q2 		$1.36M Buy
12,860
+8,031
+166% +$844K 0.11% 166
2025
Q1 		$537K Sell
4,829
-81
-2% -$8.59K 0.05% 314
2024
Q4 		$508K Sell
4,910
-10,317
-68% -$1.12M 0.04% 339
2024
Q3 		$1.7M Sell
15,227
-3,022
-17% -$307K 0.16% 137
2024
Q2 		$1.63M Buy
18,249
+4,588
+34% +$394K 0.13% 152
2024
Q1 		$1.17M Buy
13,661
+6,071
+80% +$498K 0.09% 194
2023
Q4 		$626K Sell
7,590
-9,240
-55% -$745K 0.06% 281
2023
Q3 		$1.29M Sell
16,830
-327
-2% -$24.3K 0.14% 155
2023
Q2 		$1.2M Buy
17,157
+130
+0.8% +$8.7K 0.13% 170
2023
Q1 		$1.1M Sell
17,027
-620
-4% -$42.4K 0.12% 168
2022
Q4 		$1.27M Sell
17,647
-88
-0.5% -$5.89K 0.14% 149
2022
Q3 		$997K Buy
+17,735
New +$1.04M 0.13% 164
2020
Q2 		– Sell
-12,688
Closed -$434K – 334
2020
Q1 		$434K Buy
12,688
+5,283
+71% +$241K 0.1% 199
2019
Q4 		$382K Buy
7,405
+859
+13% +$45.6K 0.07% 251
2019
Q3 		$353K Buy
6,546
+543
+9% +$28.7K 0.06% 248
2019
Q2 		$313K Buy
6,003
+33
+0.6% +$1.7K 0.06% 257
2019
Q1 		$298K Sell
5,970
-125
-2% -$6.02K 0.06% 257
2018
Q4 		$294K Sell
6,095
-264
-4% -$11.7K 0.06% 257
2018
Q3 		$287K Buy
+6,359
New +$291K 0.05% 263

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

Mount Yale Investment Advisors's AFL Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Aflac (AFL) stake by 14% in Q2 2026, buying an estimated $426K and bringing the position to 30,650 shares worth $3.59M. The position accounts for 0.07% of the portfolio, ranked #278.

Mount Yale Investment Advisors first reported a position in AFL in Q3 2018 and has held it in 23 quarters since. 1,698 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Mount Yale Investment Advisors held 30,650 shares of Aflac worth $3.59M as of Q2 2026.
  • Mount Yale Investment Advisors bought 3,704 Aflac shares in Q2 2026, an estimated $426K.
  • Aflac made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #278 holding.
  • Mount Yale Investment Advisors first reported a position in Aflac in Q3 2018 and has held it in 23 quarters since.
  • 1,698 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.