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SMART Wealth’s Aflac AFL Stock Holding History

SMART 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 		$281K Buy
+2,397
New +$276K 0.06% 194
2025
Q2 		– Sell
-2,579
Closed -$287K – 169
2025
Q1 		$287K Buy
+2,579
New +$274K 0.1% 129

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 $3.37T AUM 44.26% 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

SMART Wealth's AFL Position: Q2 2026 in Review

SMART Wealth opened a new position in Aflac (AFL) in Q2 2026: 2,397 shares worth $281K. The stake represents 0.06% of the portfolio and ranks #194 among its holdings. This is a return to the name: SMART Wealth previously reported a position in AFL as recently as Q1 2025.

SMART Wealth first reported a position in AFL in Q1 2025 and has held it in 2 quarters since. The position peaked at $287K in Q1 2025. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • SMART Wealth held 2,397 shares of Aflac worth $281K as of Q2 2026.
  • Aflac was a new SMART Wealth position in Q2 2026.
  • Aflac made up 0.06% of SMART Wealth's portfolio in Q2 2026, its #194 holding.
  • SMART Wealth first reported a position in Aflac in Q1 2025 and has held it in 2 quarters since.
  • SMART Wealth's Aflac position peaked at $287K in Q1 2025.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

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