Principia Wealth Advisory’s Aflac AFL Stock Holding History

Principia Wealth Advisory’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	$5.28K	Buy	45 +4	+10%	+$460	﹤0.01%	356
2026 Q1	$4.5K	Buy	41 +5	+14%	+$554	﹤0.01%	321
2025 Q4	$3.97K	Buy	36 +4	+13%	+$441	﹤0.01%	317
2025 Q3	$3.57K	Buy	32 +14	+78%	+$1.47K	﹤0.01%	329
2025 Q2	$1.9K	Buy	18 +3	+20%	+$315	﹤0.01%	401
2025 Q1	$1.58K	Buy	15 +2	+15%	+$212	﹤0.01%	322
2024 Q4	$1.34K	Buy	+13	New	+$1.42K	﹤0.01%	306

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principia Wealth Advisory's AFL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Aflac (AFL) stake by 9.8% in Q2 2026, buying an estimated $460 and bringing the position to 45 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Principia Wealth Advisory first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Principia Wealth Advisory held 45 shares of Aflac worth $5.28K as of Q2 2026.
Principia Wealth Advisory bought 4 Aflac shares in Q2 2026, an estimated $460.
Aflac made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #356 holding.
Principia Wealth Advisory first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.