RWS
AFL icon

Retirement Wealth Solutions’s Aflac AFL Stock Holding History

Retirement Wealth Solutions’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
Q3 		$1.68K Buy
+15
New +$1.8K ﹤0.01% 635
2026
Q1 		– Sell
-2
Closed -$221 – 824
2025
Q4 		$221 Hold
2
– – ﹤0.01% 731
2025
Q3 		$224 Buy
+2
New +$210 ﹤0.01% 759

Other funds holding AFL

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Retirement Wealth Solutions's AFL Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in Aflac (AFL) in Q3 2026: 15 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: Retirement Wealth Solutions previously reported a position in AFL as recently as Q4 2025.

Retirement Wealth Solutions first reported a position in AFL in Q3 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Retirement Wealth Solutions held 15 shares of Aflac worth $1.68K as of Q3 2026.
  • Aflac was a new Retirement Wealth Solutions position in Q3 2026.
  • Aflac made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #635 holding.
  • Retirement Wealth Solutions first reported a position in Aflac in Q3 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.