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Root Financial Partners’s Aflac AFL Stock Holding History

Root Financial Partners’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 		$384K Buy
3,278
+918
+39% +$106K 0.01% 236
2026
Q1 		$259K Buy
2,360
+241
+11% +$26.7K 0.01% 284
2025
Q4 		$234K Buy
2,119
+92
+5% +$10.1K 0.01% 267
2025
Q3 		$226K Buy
+2,027
New +$213K 0.01% 260

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

Root Financial Partners's AFL Position: Q2 2026 in Review

Root Financial Partners increased its Aflac (AFL) stake by 39% in Q2 2026, buying an estimated $106K and bringing the position to 3,278 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #236.

Root Financial Partners first reported a position in AFL in Q3 2025 and has held it in 4 quarters since. 1,695 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Root Financial Partners held 3,278 shares of Aflac worth $384K as of Q2 2026.
  • Root Financial Partners bought 918 Aflac shares in Q2 2026, an estimated $106K.
  • Aflac made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #236 holding.
  • Root Financial Partners first reported a position in Aflac in Q3 2025 and has held it in 4 quarters since.
  • 1,695 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.