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Sax Wealth Advisors’s Aflac AFL Stock Holding History

Sax Wealth Advisors’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 		$410K Buy
3,739
+1,514
+68% +$174K 0.02% 384
2026
Q1 		$245K Hold
2,225
– – 0.01% 430
2025
Q4 		$245K Buy
+2,225
New +$245K 0.01% 438

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sax Wealth Advisors's AFL Position: Q2 2026 in Review

Sax Wealth Advisors increased its Aflac (AFL) stake by 68% in Q2 2026, buying an estimated $174K and bringing the position to 3,739 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #384.

Sax Wealth Advisors first reported a position in AFL in Q4 2025 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Sax Wealth Advisors held 3,739 shares of Aflac worth $410K as of Q2 2026.
  • Sax Wealth Advisors bought 1,514 Aflac shares in Q2 2026, an estimated $174K.
  • Aflac made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #384 holding.
  • Sax Wealth Advisors first reported a position in Aflac in Q4 2025 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.