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Nicholson Wealth Management Group’s Aflac AFL Stock Holding History

Nicholson Wealth Management Group’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 		$1.97M Sell
16,823
-409
-2% -$47.1K 1.16% 33
2026
Q1 		$1.89M Buy
17,232
+80
+0.5% +$8.87K 1.1% 41
2025
Q4 		$1.89M Buy
17,152
+328
+2% +$36.1K 1.11% 31
2025
Q3 		$1.88M Buy
16,824
+2,130
+14% +$224K 1.1% 30
2025
Q2 		$1.55M Buy
14,694
+400
+3% +$42K 0.95% 52
2025
Q1 		$1.59M Buy
14,294
+464
+3% +$49.2K 1.04% 40
2024
Q4 		$1.43M Buy
13,830
+3,274
+31% +$357K 0.96% 61
2024
Q3 		$1.18M Buy
+10,556
New +$1.07M 0.97% 25

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

Nicholson Wealth Management Group's AFL Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Aflac (AFL) stake by 2.4% in Q2 2026, selling an estimated $47.1K and leaving 16,823 shares worth $1.97M. The position accounts for 1.16% of the portfolio, ranked #33.

Nicholson Wealth Management Group first reported a position in AFL in Q3 2024 and has held it in 8 quarters since. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Nicholson Wealth Management Group held 16,823 shares of Aflac worth $1.97M as of Q2 2026.
  • Nicholson Wealth Management Group sold 409 Aflac shares in Q2 2026, an estimated $47.1K.
  • Aflac made up 1.16% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #33 holding.
  • Nicholson Wealth Management Group first reported a position in Aflac in Q3 2024 and has held it in 8 quarters since.
  • 1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.