Root Financial Partners
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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
Q3 		$372K Buy
3,324
+46
+1% +$5.52K 0.01% 274
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

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's AFL Position: Q3 2026 in Review

Root Financial Partners increased its Aflac (AFL) stake by 1.4% in Q3 2026, buying an estimated $5.52K and bringing the position to 3,324 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #274.

Root Financial Partners first reported a position in AFL in Q3 2025 and has held it in 5 quarters since. The position peaked at $384K in Q2 2026. 792 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Root Financial Partners held 3,324 shares of Aflac worth $372K as of Q3 2026.
  • Root Financial Partners bought 46 Aflac shares in Q3 2026, an estimated $5.52K.
  • Aflac made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #274 holding.
  • Root Financial Partners first reported a position in Aflac in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Aflac position peaked at $384K in Q2 2026.
  • 792 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.