Private Wealth Asset Management’s Aflac AFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.17M Buy
18,493
+1,654
+10% +$190K 0.21% 77
2026
Q1
$1.85M Buy
16,839
+1
+0% +$111 0.2% 81
2025
Q4
$1.86M Buy
16,838
+38
+0.2% +$4.19K 0.2% 76
2025
Q3
$1.88M Sell
16,800
-1,525
-8% -$160K 0.22% 71
2025
Q2
$1.93M Sell
18,325
-35
-0.2% -$3.68K 0.26% 67
2025
Q1
$2.04M Buy
+18,360
New +$1.95M 0.29% 59

Other funds holding AFL

Private Wealth Asset Management's AFL Position: Q2 2026 in Review

Private Wealth Asset Management increased its Aflac (AFL) stake by 9.8% in Q2 2026, buying an estimated $190K and bringing the position to 18,493 shares worth $2.17M. The position accounts for 0.21% of the portfolio, ranked #77.

Private Wealth Asset Management first reported a position in AFL in Q1 2025 and has held it in 6 quarters since. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Private Wealth Asset Management held 18,493 shares of Aflac worth $2.17M as of Q2 2026.
  • Private Wealth Asset Management bought 1,654 Aflac shares in Q2 2026, an estimated $190K.
  • Aflac made up 0.21% of Private Wealth Asset Management's portfolio in Q2 2026, its #77 holding.
  • Private Wealth Asset Management first reported a position in Aflac in Q1 2025 and has held it in 6 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.