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Rockline Wealth Management’s Aflac AFL Stock Holding History

Rockline 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 		$306K Hold
2,611
– – 0.06% 84
2026
Q1 		$286K Hold
2,611
– – 0.06% 82
2025
Q4 		$288K Hold
2,611
– – 0.06% 79
2025
Q3 		$292K Hold
2,611
– – 0.06% 80
2025
Q2 		$275K Hold
2,611
– – 0.07% 84
2025
Q1 		$290K Hold
2,611
– – 0.08% 83
2024
Q4 		$270K Hold
2,611
– – 0.07% 87
2024
Q3 		$292K Hold
2,611
– – 0.08% 85
2024
Q2 		$233K Hold
2,611
– – 0.07% 92
2024
Q1 		$224K Hold
2,611
– – 0.08% 89
2023
Q4 		$215K Buy
+2,611
New +$210K 0.09% 86

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

Rockline Wealth Management's AFL Position: Q2 2026 in Review

Rockline Wealth Management held its Aflac (AFL) position steady in Q2 2026 at 2,611 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #84.

Rockline Wealth Management first reported a position in AFL in Q4 2023 and has held it in 11 quarters since. 1,691 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Rockline Wealth Management held 2,611 shares of Aflac worth $306K as of Q2 2026.
  • Rockline Wealth Management left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.06% of Rockline Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Rockline Wealth Management first reported a position in Aflac in Q4 2023 and has held it in 11 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.