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Patriot Financial Group Insurance Agency’s Aflac AFL Stock Holding History

Patriot Financial Group Insurance Agency’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 		$447K Sell
3,809
-3,737
-50% -$430K 0.05% 328
2026
Q1 		$828K Buy
7,546
+4,275
+131% +$474K 0.05% 328
2025
Q4 		$361K Buy
3,271
+10
+0.3% +$1.1K 0.04% 353
2025
Q3 		$364K Sell
3,261
-697
-18% -$73.2K 0.05% 344
2025
Q2 		$344K Buy
3,958
+3
+0.1% +$315 0.04% 375
2025
Q1 		$363K Buy
3,955
+177
+5% +$18.8K 0.05% 348
2024
Q4 		$319K Buy
3,778
+2
+0.1% +$218 0.04% 363
2024
Q3 		$345K Buy
+3,776
New +$384K 0.05% 356
2024
Q2 		– Sell
-4,692
Closed -$343K – 483
2024
Q1 		$343K Buy
+4,692
New +$385K 0.05% 335
2022
Q3 		– Sell
-55
Closed -$3K – 445
2022
Q2 		$3K Sell
55
-290
-84% -$17.1K ﹤0.01% 1597
2022
Q1 		$22K Sell
345
-101
-23% -$6.32K ﹤0.01% 1044
2021
Q4 		$26K Buy
446
+246
+123% +$13.8K ﹤0.01% 1097
2021
Q3 		$10K Buy
200
+182
+1,011% +$9.95K ﹤0.01% 1462
2021
Q2 		$1K Hold
18
– – ﹤0.01% 1941
2021
Q1 		$1K Buy
+18
New +$864 ﹤0.01% 1840
2020
Q3 		– Sell
-13
Closed – – 1661
2020
Q2 		$0 Hold
13
– – ﹤0.01% 1643
2020
Q1 		$0 Buy
+13
New +$594 ﹤0.01% 1558
2019
Q4 		– Sell
-15
Closed -$1K – 1305
2019
Q3 		$1K Buy
+15
New +$792 ﹤0.01% 1142
2019
Q1 		– Sell
-7
Closed – – 1219
2018
Q4 		$0 Sell
7
-193
-97% -$8.58K ﹤0.01% 971
2018
Q3 		$9K Buy
+200
New +$9.15K 0.01% 642

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AFL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Aflac (AFL) stake by 50% in Q2 2026, selling an estimated $430K and leaving 3,809 shares worth $447K. The position accounts for 0.05% of the portfolio, ranked #328.

Patriot Financial Group Insurance Agency first reported a position in AFL in Q3 2018 and has held it in 20 quarters since. The position peaked at $828K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,809 shares of Aflac worth $447K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,737 Aflac shares in Q2 2026, an estimated $430K.
  • Aflac made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #328 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Aflac in Q3 2018 and has held it in 20 quarters since.
  • Patriot Financial Group Insurance Agency's Aflac position peaked at $828K in Q1 2026.
  • 1,041 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.