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Robertson Stephens Wealth Management’s Aflac AFL Stock Holding History

Robertson Stephens Wealth Management’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 		$721K Sell
6,150
-533
-8% -$61.4K 0.02% 383
2026
Q1 		$733K Sell
6,683
-26
-0.4% -$2.88K 0.02% 351
2025
Q4 		$740K Buy
6,709
+21
+0.3% +$2.31K 0.02% 360
2025
Q3 		$747K Sell
6,688
-302
-4% -$31.7K 0.02% 287
2025
Q2 		$737K Buy
6,990
+3
+0% +$315 0.02% 306
2025
Q1 		$777K Buy
6,987
+27
+0.4% +$2.86K 0.03% 297
2024
Q4 		$720K Buy
6,960
+107
+2% +$11.7K 0.03% 300
2024
Q3 		$766K Sell
6,853
-75
-1% -$7.62K 0.03% 324
2024
Q2 		$619K Sell
6,928
-2,573
-27% -$221K 0.03% 295
2024
Q1 		$816K Sell
9,501
-77
-0.8% -$6.31K 0.04% 265
2023
Q4 		$790K Sell
9,578
-134
-1% -$10.8K 0.05% 248
2023
Q3 		$745K Buy
9,712
+2,828
+41% +$210K 0.05% 244
2023
Q2 		$481K Sell
6,884
-917
-12% -$61.4K 0.03% 282
2023
Q1 		$503K Sell
7,801
-113
-1% -$7.74K 0.04% 287
2022
Q4 		$569K Sell
7,914
-27
-0.3% -$1.81K 0.06% 245
2022
Q3 		$446K Buy
7,941
+97
+1% +$5.71K 0.05% 231
2022
Q2 		$434K Sell
7,844
-95
-1% -$5.61K 0.04% 253
2022
Q1 		$511K Buy
7,939
+2,973
+60% +$186K 0.04% 249
2021
Q4 		$289K Buy
+4,966
New +$278K 0.02% 324

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

Robertson Stephens Wealth Management's AFL Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Aflac (AFL) stake by 8% in Q2 2026, selling an estimated $61.4K and leaving 6,150 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #383.

Robertson Stephens Wealth Management first reported a position in AFL in Q4 2021 and has held it in 19 quarters since. The position peaked at $816K in Q1 2024. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Robertson Stephens Wealth Management held 6,150 shares of Aflac worth $721K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 533 Aflac shares in Q2 2026, an estimated $61.4K.
  • Aflac made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #383 holding.
  • Robertson Stephens Wealth Management first reported a position in Aflac in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Aflac position peaked at $816K in Q1 2024.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.