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NewEdge Wealth’s Aflac AFL Stock Holding History

NewEdge Wealth’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 		$474K Sell
4,039
-392
-9% -$45.1K ﹤0.01% 879
2026
Q1 		$486K Sell
4,431
-7,493
-63% -$830K 0.01% 824
2025
Q4 		$1.31M Buy
11,924
+7,271
+156% +$801K 0.01% 561
2025
Q3 		$518K Buy
4,653
+1,115
+32% +$117K 0.01% 738
2025
Q2 		$362K Sell
3,538
-267
-7% -$28.1K 0.01% 784
2025
Q1 		$423K Sell
3,805
-923
-20% -$97.9K 0.01% 696
2024
Q4 		$489K Buy
4,728
+227
+5% +$24.8K 0.01% 643
2024
Q3 		$503K Buy
4,501
+1,772
+65% +$180K 0.01% 615
2024
Q2 		$244K Sell
2,729
-622
-19% -$53.5K 0.01% 686
2024
Q1 		$282K Buy
3,351
+324
+11% +$26.6K 0.01% 681
2023
Q4 		$250K Sell
3,027
-5
-0.2% -$403 0.01% 661
2023
Q3 		$233K Buy
+3,032
New +$225K 0.01% 586

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

NewEdge Wealth's AFL Position: Q2 2026 in Review

NewEdge Wealth reduced its Aflac (AFL) stake by 8.8% in Q2 2026, selling an estimated $45.1K and leaving 4,039 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

NewEdge Wealth first reported a position in AFL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q4 2025. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • NewEdge Wealth held 4,039 shares of Aflac worth $474K as of Q2 2026.
  • NewEdge Wealth sold 392 Aflac shares in Q2 2026, an estimated $45.1K.
  • Aflac made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #879 holding.
  • NewEdge Wealth first reported a position in Aflac in Q3 2023 and has held it in 12 quarters since.
  • NewEdge Wealth's Aflac position peaked at $1.31M in Q4 2025.
  • 1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.