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Quotient Wealth Partners’s Aflac AFL Stock Holding History

Quotient 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 		$340K Buy
2,904
+111
+4% +$12.8K 0.01% 278
2026
Q1 		$306K Sell
2,793
-14
-0.5% -$1.55K 0.01% 282
2025
Q4 		$309K Buy
2,807
+41
+1% +$4.52K 0.01% 271
2025
Q3 		$309K Sell
2,766
-81
-3% -$8.51K 0.01% 268
2025
Q2 		$300K Buy
2,847
+17
+0.6% +$1.79K 0.01% 267
2025
Q1 		$315K Buy
2,830
+215
+8% +$22.8K 0.01% 250
2024
Q4 		$270K Buy
2,615
+108
+4% +$11.8K 0.01% 266
2024
Q3 		$280K Sell
2,507
-88
-3% -$8.94K 0.01% 260
2024
Q2 		$232K Buy
+2,595
New +$223K 0.01% 283
2024
Q1 		– Sell
-2,581
Closed -$213K – 294
2023
Q4 		$213K Buy
+2,581
New +$208K 0.01% 266

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

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

Quotient Wealth Partners increased its Aflac (AFL) stake by 4% in Q2 2026, buying an estimated $12.8K and bringing the position to 2,904 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #278.

Quotient Wealth Partners first reported a position in AFL in Q4 2023 and has held it in 10 quarters since. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Quotient Wealth Partners held 2,904 shares of Aflac worth $340K as of Q2 2026.
  • Quotient Wealth Partners bought 111 Aflac shares in Q2 2026, an estimated $12.8K.
  • Aflac made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #278 holding.
  • Quotient Wealth Partners first reported a position in Aflac in Q4 2023 and has held it in 10 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.