SPWG
AFL icon

Sage Private Wealth Group’s Aflac AFL Stock Holding History

Sage Private Wealth Group’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 		$581K Sell
4,957
-363
-7% -$41.8K 0.26% 51
2026
Q1 		$584K Buy
5,320
+339
+7% +$37.6K 0.29% 43
2025
Q4 		$549K Buy
4,981
+148
+3% +$16.3K 0.3% 46
2025
Q3 		$540K Buy
4,833
+296
+7% +$31.1K 0.3% 47
2025
Q2 		$479K Buy
4,537
+238
+6% +$25K 0.31% 46
2025
Q1 		$478K Buy
4,299
+280
+7% +$29.7K 0.36% 37
2024
Q4 		$416K Buy
4,019
+119
+3% +$13K 0.31% 44
2024
Q3 		$436K Sell
3,900
-793
-17% -$80.6K 0.34% 42
2024
Q2 		$419K Buy
4,693
+781
+20% +$67.1K 0.35% 41
2024
Q1 		$336K Buy
+3,912
New +$321K 0.27% 57
2023
Q4 		– Sell
-2,960
Closed -$227K – 61
2023
Q3 		$227K Buy
2,960
+59
+2% +$4.38K 0.31% 42
2023
Q2 		$203K Buy
+2,901
New +$194K 0.28% 46
2023
Q1 		– Sell
-3,206
Closed -$231K – 47
2022
Q4 		$231K Buy
3,206
+2
+0.1% +$134 0.27% 40
2022
Q3 		$180K Buy
3,204
+1
+0% +$59 0.24% 47
2022
Q2 		$177K Buy
3,203
+166
+5% +$9.8K 0.25% 47
2022
Q1 		$196K Buy
3,037
+250
+9% +$15.7K 0.19% 52
2021
Q4 		$162K Buy
2,787
+20
+0.7% +$1.12K 0.2% 55
2021
Q3 		$144K Hold
2,767
– – 0.2% 53
2021
Q2 		$148K Hold
2,767
– – 0.2% 54
2021
Q1 		$142K Hold
2,767
– – 0.25% 53
2020
Q4 		$123K Buy
+2,767
New +$113K 0.34% 53

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

Sage Private Wealth Group's AFL Position: Q2 2026 in Review

Sage Private Wealth Group reduced its Aflac (AFL) stake by 6.8% in Q2 2026, selling an estimated $41.8K and leaving 4,957 shares worth $581K. The position accounts for 0.26% of the portfolio, ranked #51.

Sage Private Wealth Group first reported a position in AFL in Q4 2020 and has held it in 21 quarters since. The position peaked at $584K in Q1 2026. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Sage Private Wealth Group held 4,957 shares of Aflac worth $581K as of Q2 2026.
  • Sage Private Wealth Group sold 363 Aflac shares in Q2 2026, an estimated $41.8K.
  • Aflac made up 0.26% of Sage Private Wealth Group's portfolio in Q2 2026, its #51 holding.
  • Sage Private Wealth Group first reported a position in Aflac in Q4 2020 and has held it in 21 quarters since.
  • Sage Private Wealth Group's Aflac position peaked at $584K in Q1 2026.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.