SHP Wealth Management’s Aflac AFL Stock Holding History

SHP 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	$69.8K	Buy	595 +45	+8%	+$5.18K	﹤0.01%	474
2026 Q1	$60.4K	Buy	550 +239	+77%	+$26.5K	﹤0.01%	460
2025 Q4	$34.3K	Buy	+311	New	+$34.3K	﹤0.01%	568

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

SHP Wealth Management increased its Aflac (AFL) stake by 8.2% in Q2 2026, buying an estimated $5.18K and bringing the position to 595 shares worth $69.8K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

SHP Wealth Management first reported a position in AFL in Q4 2025 and has held it in 3 quarters since. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

SHP Wealth Management held 595 shares of Aflac worth $69.8K as of Q2 2026.
SHP Wealth Management bought 45 Aflac shares in Q2 2026, an estimated $5.18K.
Aflac made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #474 holding.
SHP Wealth Management first reported a position in Aflac in Q4 2025 and has held it in 3 quarters since.
1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.