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Regent Peak Wealth Advisors’s Aflac AFL Stock Holding History

Regent Peak Wealth Advisors’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 		$208K Buy
+1,775
New +$204K 0.04% 207
2024
Q4 		– Sell
-1,831
Closed -$205K – 181
2024
Q3 		$205K Buy
+1,831
New +$186K 0.05% 168
2021
Q1 		– Sell
-1,762
Closed -$78K – 171
2020
Q4 		$78K Buy
+1,762
New +$72.1K 0.03% 244

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

Regent Peak Wealth Advisors's AFL Position: Q2 2026 in Review

Regent Peak Wealth Advisors opened a new position in Aflac (AFL) in Q2 2026: 1,775 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #207 among its holdings. This is a return to the name: Regent Peak Wealth Advisors previously reported a position in AFL as recently as Q3 2024.

Regent Peak Wealth Advisors first reported a position in AFL in Q4 2020 and has held it in 3 quarters since. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,775 shares of Aflac worth $208K as of Q2 2026.
  • Aflac was a new Regent Peak Wealth Advisors position in Q2 2026.
  • Aflac made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • Regent Peak Wealth Advisors first reported a position in Aflac in Q4 2020 and has held it in 3 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.