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Segment Wealth Management’s Aflac AFL Stock Holding History

Segment 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 		$501K Sell
4,271
-32
-0.7% -$3.68K 0.03% 228
2026
Q1 		$472K Buy
4,303
+32
+0.7% +$3.55K 0.03% 221
2025
Q4 		$471K Hold
4,271
– – 0.03% 224
2025
Q3 		$477K Hold
4,271
– – 0.03% 214
2025
Q2 		$450K Hold
4,271
– – 0.03% 210
2025
Q1 		$475K Buy
+4,271
New +$453K 0.03% 201

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
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
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $147M AUM

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

Segment Wealth Management reduced its Aflac (AFL) stake by 0.74% in Q2 2026, selling an estimated $3.68K and leaving 4,271 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #228.

Segment Wealth Management first reported a position in AFL in Q1 2025 and has held it in 6 quarters since. 374 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Segment Wealth Management held 4,271 shares of Aflac worth $501K as of Q2 2026.
  • Segment Wealth Management sold 32 Aflac shares in Q2 2026, an estimated $3.68K.
  • Aflac made up 0.03% of Segment Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Segment Wealth Management first reported a position in Aflac in Q1 2025 and has held it in 6 quarters since.
  • 374 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.