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Mowery & Schoenfeld Wealth Management’s Aflac AFL Stock Holding History

Mowery & Schoenfeld 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 		$7.15K Hold
61
– – 0.01% 273
2026
Q1 		$6.69K Hold
61
– – 0.01% 251
2025
Q4 		$6.73K Buy
+61
New +$6.72K 0.01% 289

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

Mowery & Schoenfeld Wealth Management's AFL Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Aflac (AFL) position steady in Q2 2026 at 61 shares worth $7.15K. The position accounts for 0.01% of the portfolio, ranked #273.

Mowery & Schoenfeld Wealth Management first reported a position in AFL in Q4 2025 and has held it in 3 quarters since. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 61 shares of Aflac worth $7.15K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Aflac in Q4 2025 and has held it in 3 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.