Precedent Wealth Partners
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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
Q3 		$253K Hold
2,260
– – 0.04% 185
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

Japan Post Holdings
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Precedent Wealth Partners's AFL Position: Q3 2026 in Review

Precedent Wealth Partners held its Aflac (AFL) position steady in Q3 2026 at 2,260 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #185.

Precedent Wealth Partners first reported a position in AFL in Q1 2026 and has held it in 3 quarters since. The position peaked at $426K in Q1 2026. 970 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Precedent Wealth Partners held 2,260 shares of Aflac worth $253K as of Q3 2026.
  • Precedent Wealth Partners left its Aflac share count unchanged in Q3 2026.
  • Aflac made up 0.04% of Precedent Wealth Partners's portfolio in Q3 2026, its #185 holding.
  • Precedent Wealth Partners first reported a position in Aflac in Q1 2026 and has held it in 3 quarters since.
  • Precedent Wealth Partners's Aflac position peaked at $426K in Q1 2026.
  • 970 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.