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Physician Wealth Advisors’s Aflac AFL Stock Holding History

Physician Wealth Advisors’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 		$46K Buy
392
+62
+19% +$7.14K 0.01% 452
2026
Q1 		$36.2K Buy
330
+19
+6% +$2.11K 0.01% 471
2025
Q4 		$34.3K Sell
311
-96
-24% -$10.6K ﹤0.01% 466
2025
Q3 		$45.5K Buy
407
+214
+111% +$22.5K 0.01% 391
2025
Q2 		$20.4K Buy
193
+22
+13% +$2.31K ﹤0.01% 510
2025
Q1 		$19.1K Buy
171
+1
+0.6% +$106 ﹤0.01% 497
2024
Q4 		$17.6K Buy
+170
New +$18.5K ﹤0.01% 531

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Physician Wealth Advisors's AFL Position: Q2 2026 in Review

Physician Wealth Advisors increased its Aflac (AFL) stake by 19% in Q2 2026, buying an estimated $7.14K and bringing the position to 392 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #452.

Physician Wealth Advisors first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. 824 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Physician Wealth Advisors held 392 shares of Aflac worth $46K as of Q2 2026.
  • Physician Wealth Advisors bought 62 Aflac shares in Q2 2026, an estimated $7.14K.
  • Aflac made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #452 holding.
  • Physician Wealth Advisors first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
  • 824 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.