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Principle Wealth Partners’s Aflac AFL Stock Holding History

Principle 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 		$1.11M Buy
9,456
+1
+0% +$115 0.05% 175
2026
Q1 		$1.04M Sell
9,455
-1,466
-13% -$162K 0.06% 168
2025
Q4 		$1.2M Hold
10,921
– – 0.07% 159
2025
Q3 		$1.22M Buy
10,921
+147
+1% +$15.4K 0.07% 154
2025
Q2 		$1.14M Sell
10,774
-965
-8% -$101K 0.07% 147
2025
Q1 		$1.31M Hold
11,739
– – 0.09% 138
2024
Q4 		$1.21M Hold
11,739
– – 0.09% 142
2024
Q3 		$1.31M Hold
11,739
– – 0.09% 138
2024
Q2 		$1.05M Hold
11,739
– – 0.08% 153
2024
Q1 		$1.01M Hold
11,739
– – 0.08% 160
2023
Q4 		$968K Hold
11,739
– – 0.08% 160
2023
Q3 		$901K Hold
11,739
– – 0.09% 156
2023
Q2 		$819K Sell
11,739
-154
-1% -$10.3K 0.08% 152
2023
Q1 		$767K Hold
11,893
– – 0.08% 155
2022
Q4 		$856K Hold
11,893
– – 0.1% 146
2022
Q3 		$668K Hold
11,893
– – 0.06% 157
2022
Q2 		$658K Sell
11,893
-378
-3% -$22.3K 0.08% 168
2022
Q1 		$790K Buy
12,271
+2
+0% +$125 0.08% 158
2021
Q4 		$716K Sell
12,269
-1,563
-11% -$87.6K 0.08% 167
2021
Q3 		$721K Buy
13,832
+2
+0% +$109 0.08% 158
2021
Q2 		$742K Buy
13,830
+3
+0% +$164 0.08% 157
2021
Q1 		$708K Buy
13,827
+5,172
+60% +$248K 0.08% 153
2020
Q4 		$385K Buy
+8,655
New +$354K 0.05% 201

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

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

Principle Wealth Partners increased its Aflac (AFL) stake by 0.01% in Q2 2026, buying an estimated $115 and bringing the position to 9,456 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #175.

Principle Wealth Partners first reported a position in AFL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.31M in Q3 2024. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Principle Wealth Partners held 9,456 shares of Aflac worth $1.11M as of Q2 2026.
  • Principle Wealth Partners bought 1 Aflac share in Q2 2026, an estimated $115.
  • Aflac made up 0.05% of Principle Wealth Partners's portfolio in Q2 2026, its #175 holding.
  • Principle Wealth Partners first reported a position in Aflac in Q4 2020 and has held it in 23 quarters since.
  • Principle Wealth Partners's Aflac position peaked at $1.31M in Q3 2024.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.