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OneAscent Wealth Management’s Aflac AFL Stock Holding History

OneAscent 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 		$203K Buy
+1,730
New +$199K 0.06% 166
2026
Q1 		– Sell
-1,816
Closed -$200K – 158
2025
Q4 		$200K Sell
1,816
-39
-2% -$4.3K 0.07% 168
2025
Q3 		$207K Sell
1,855
-45
-2% -$4.73K 0.07% 170
2025
Q2 		$200K Buy
+1,900
New +$200K 0.07% 167
2024
Q3 		– Sell
-2,912
Closed -$260K – 179
2024
Q2 		$260K Sell
2,912
-78
-3% -$6.71K 0.14% 81
2024
Q1 		$257K Sell
2,990
-2,481
-45% -$203K 0.1% 147
2023
Q4 		$451K Sell
5,471
-1,821
-25% -$147K 0.18% 69
2023
Q3 		$560K Buy
+7,292
New +$541K 0.25% 49
2023
Q2 		– Sell
-7,559
Closed -$488K – 104
2023
Q1 		$488K Sell
7,559
-7,036
-48% -$482K 0.19% 61
2022
Q4 		$1.05M Sell
14,595
-314
-2% -$21K 0.49% 21
2022
Q3 		$838K Buy
14,909
+2,875
+24% +$169K 0.44% 22
2022
Q2 		$666K Sell
12,034
-56
-0.5% -$3.31K 0.34% 28
2022
Q1 		$778K Sell
12,090
-1,417
-10% -$88.7K 0.39% 34
2021
Q4 		$789K Buy
+13,507
New +$757K 1.97% 8
2021
Q1 		$1.15M Buy
22,553
+494
+2% +$23.7K 0.49% 32
2020
Q4 		$981K Buy
+22,059
New +$903K 0.44% 46

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

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

OneAscent Wealth Management opened a new position in Aflac (AFL) in Q2 2026: 1,730 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #166 among its holdings. This is a return to the name: OneAscent Wealth Management previously reported a position in AFL as recently as Q4 2025.

OneAscent Wealth Management first reported a position in AFL in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.15M in Q1 2021. 1,695 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • OneAscent Wealth Management held 1,730 shares of Aflac worth $203K as of Q2 2026.
  • Aflac was a new OneAscent Wealth Management position in Q2 2026.
  • Aflac made up 0.06% of OneAscent Wealth Management's portfolio in Q2 2026, its #166 holding.
  • OneAscent Wealth Management first reported a position in Aflac in Q4 2020 and has held it in 16 quarters since.
  • OneAscent Wealth Management's Aflac position peaked at $1.15M in Q1 2021.
  • 1,695 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.