SkyOak Wealth’s Aflac AFL Stock Holding History

SkyOak 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	$664K	Hold	5,661	–	–	0.11%	115
2026 Q1	$621K	Hold	5,661	–	–	0.11%	113
2025 Q4	$624K	Hold	5,661	–	–	0.11%	110
2025 Q3	$632K	Hold	5,661	–	–	0.12%	106
2025 Q2	$597K	Hold	5,661	–	–	0.12%	111
2025 Q1	$629K	Hold	5,661	–	–	0.14%	96
2024 Q4	$586K	Hold	5,661	–	–	0.13%	106
2024 Q3	$633K	Sell	5,661 -257	-4%	-$26.1K	0.14%	101
2024 Q2	$529K	Hold	5,918	–	–	0.12%	114
2024 Q1	$508K	Hold	5,918	–	–	0.12%	121
2023 Q4	$488K	Sell	5,918 -1,000	-14%	-$80.6K	0.13%	124
2023 Q3	$531K	Sell	6,918 -630	-8%	-$46.8K	0.16%	104
2023 Q2	$527K	Hold	7,548	–	–	0.15%	115
2023 Q1	$487K	Buy	7,548 +56	+0.7%	+$3.83K	0.15%	118
2022 Q4	$539K	Hold	7,492	–	–	0.18%	111
2022 Q3	$421K	Hold	7,492	–	–	0.15%	118
2022 Q2	$415K	Sell	7,492 -135	-2%	-$7.97K	0.14%	129
2022 Q1	$491K	Sell	7,627 -999	-12%	-$62.5K	0.14%	132
2021 Q4	$504K	Buy	8,626 +1	+0%	+$56	0.13%	134
2021 Q3	$450K	Buy	8,625 +1	+0%	+$55	0.12%	139
2021 Q2	$463K	Hold	8,624	–	–	0.12%	136
2021 Q1	$462K	Buy	8,624 +1	+0%	+$48	0.13%	135
2020 Q4	$383K	Buy	8,623 +1	+0%	+$41	0.12%	144
2020 Q3	$313K	Hold	8,622	–	–	0.11%	150
2020 Q2	$311K	Hold	8,622	–	–	0.11%	174
2020 Q1	$295K	Hold	8,622	–	–	0.15%	159
2019 Q4	$456K	Buy	+8,622	New	+$458K	0.14%	175

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 $3.37T AUM 44.26% 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

SkyOak Wealth's AFL Position: Q2 2026 in Review

SkyOak Wealth held its Aflac (AFL) position steady in Q2 2026 at 5,661 shares worth $664K. The position accounts for 0.11% of the portfolio, ranked #115.

SkyOak Wealth first reported a position in AFL in Q4 2019 and has held it in 27 quarters since. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

SkyOak Wealth held 5,661 shares of Aflac worth $664K as of Q2 2026.
SkyOak Wealth left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.11% of SkyOak Wealth's portfolio in Q2 2026, its #115 holding.
SkyOak Wealth first reported a position in Aflac in Q4 2019 and has held it in 27 quarters since.
1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.