Richards, Merrill & Peterson’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
$496K Sell
4,226
-456
-10% -$52.5K 0.16% 124
2026
Q1
$514K Sell
4,682
-537
-10% -$59.5K 0.19% 117
2025
Q4
$576K Buy
5,219
+53
+1% +$5.84K 0.22% 103
2025
Q3
$577K Buy
5,166
+204
+4% +$21.4K 0.25% 103
2025
Q2
$523K Sell
4,962
-601
-11% -$63.1K 0.25% 100
2025
Q1
$619K Sell
5,563
-171
-3% -$18.1K 0.32% 75
2024
Q4
$593K Buy
+5,734
New +$625K 0.31% 81

Other funds holding AFL

Richards, Merrill & Peterson's AFL Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Aflac (AFL) stake by 9.7% in Q2 2026, selling an estimated $52.5K and leaving 4,226 shares worth $496K. The position accounts for 0.16% of the portfolio, ranked #124.

Richards, Merrill & Peterson first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $619K in Q1 2025. 544 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Richards, Merrill & Peterson held 4,226 shares of Aflac worth $496K as of Q2 2026.
  • Richards, Merrill & Peterson sold 456 Aflac shares in Q2 2026, an estimated $52.5K.
  • Aflac made up 0.16% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #124 holding.
  • Richards, Merrill & Peterson first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's Aflac position peaked at $619K in Q1 2025.
  • 544 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.