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Precedent Wealth Partners’s Aflac AFL Stock Holding History

Precedent Wealth Partners’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 		$265K Sell
2,260
-1,625
-42% -$187K 0.04% 184
2026
Q1 		$426K Buy
+3,885
New +$431K 0.09% 134

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

Precedent Wealth Partners's AFL Position: Q2 2026 in Review

Precedent Wealth Partners reduced its Aflac (AFL) stake by 42% in Q2 2026, selling an estimated $187K and leaving 2,260 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #184.

Precedent Wealth Partners first reported a position in AFL in Q1 2026 and has held it in 2 quarters since. The position peaked at $426K in Q1 2026. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Precedent Wealth Partners held 2,260 shares of Aflac worth $265K as of Q2 2026.
  • Precedent Wealth Partners sold 1,625 Aflac shares in Q2 2026, an estimated $187K.
  • Aflac made up 0.04% of Precedent Wealth Partners's portfolio in Q2 2026, its #184 holding.
  • Precedent Wealth Partners first reported a position in Aflac in Q1 2026 and has held it in 2 quarters since.
  • Precedent Wealth Partners's Aflac position peaked at $426K in Q1 2026.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.