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Simplicity Wealth’s Aflac AFL Stock Holding History

Simplicity Wealth’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 		$328K Buy
2,797
+508
+22% +$58.5K 0.01% 800
2026
Q1 		$251K Sell
2,289
-205
-8% -$22.7K 0.01% 649
2025
Q4 		$275K Buy
2,494
+259
+12% +$28.5K 0.02% 583
2025
Q3 		$250K Sell
2,235
-2,681
-55% -$282K 0.01% 609
2025
Q2 		$518K Buy
4,916
+2,859
+139% +$300K 0.02% 450
2025
Q1 		$229K Sell
2,057
-20
-1% -$2.12K 0.02% 487
2024
Q4 		$215K Sell
2,077
-2,449
-54% -$267K 0.04% 301
2024
Q3 		$506K Sell
4,526
-8,950
-66% -$910K 0.05% 289
2024
Q2 		$1.2M Buy
13,476
+2,491
+23% +$214K 0.03% 477
2024
Q1 		$943K Buy
+10,985
New +$901K 0.02% 539

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 $3.38T AUM 44.17% 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

Simplicity Wealth's AFL Position: Q2 2026 in Review

Simplicity Wealth increased its Aflac (AFL) stake by 22% in Q2 2026, buying an estimated $58.5K and bringing the position to 2,797 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #800.

Simplicity Wealth first reported a position in AFL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.2M in Q2 2024. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Simplicity Wealth held 2,797 shares of Aflac worth $328K as of Q2 2026.
  • Simplicity Wealth bought 508 Aflac shares in Q2 2026, an estimated $58.5K.
  • Aflac made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #800 holding.
  • Simplicity Wealth first reported a position in Aflac in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Aflac position peaked at $1.2M in Q2 2024.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

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