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Private Wealth Management Group’s Aflac AFL Stock Holding History

Private Wealth Management Group’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 		$22.9K Sell
195
-184
-49% -$21.2K 0.01% 351
2026
Q1 		$41.6K Buy
379
+222
+141% +$24.6K 0.01% 216
2025
Q4 		$17.3K Sell
157
-1
-0.6% -$110 ﹤0.01% 361
2025
Q3 		$17.6K Hold
158
– – ﹤0.01% 364
2025
Q2 		$16.7K Sell
158
-5
-3% -$525 0.01% 353
2025
Q1 		$18.1K Hold
163
– – 0.01% 320
2024
Q4 		$16.9K Hold
163
– – 0.01% 349
2024
Q3 		$18.2K Sell
163
-13
-7% -$1.32K 0.01% 313
2024
Q2 		$15.7K Sell
176
-70
-28% -$6.02K 0.01% 330
2024
Q1 		$21.1K Hold
246
– – 0.01% 260
2023
Q4 		$20.3K Buy
+246
New +$19.8K 0.01% 264

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 $3.38T AUM 44.17% 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

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

Private Wealth Management Group reduced its Aflac (AFL) stake by 49% in Q2 2026, selling an estimated $21.2K and leaving 195 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #351.

Private Wealth Management Group first reported a position in AFL in Q4 2023 and has held it in 11 quarters since. The position peaked at $41.6K in Q1 2026. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Private Wealth Management Group held 195 shares of Aflac worth $22.9K as of Q2 2026.
  • Private Wealth Management Group sold 184 Aflac shares in Q2 2026, an estimated $21.2K.
  • Aflac made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #351 holding.
  • Private Wealth Management Group first reported a position in Aflac in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Aflac position peaked at $41.6K in Q1 2026.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.