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Smith Salley Wealth Management’s Aflac AFL Stock Holding History

Smith Salley 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 		$464K Sell
3,957
-347
-8% -$39.9K 0.02% 201
2026
Q1 		$472K Buy
4,304
+369
+9% +$40.9K 0.02% 191
2025
Q4 		$434K Sell
3,935
-40
-1% -$4.41K 0.02% 198
2025
Q3 		$444K Hold
3,975
– – 0.02% 191
2025
Q2 		$419K Hold
3,975
– – 0.02% 186
2025
Q1 		$442K Sell
3,975
-1,309
-25% -$139K 0.03% 176
2024
Q4 		$547K Sell
5,284
-61
-1% -$6.65K 0.04% 167
2024
Q3 		$598K Buy
5,345
+126
+2% +$12.8K 0.04% 164
2024
Q2 		$466K Sell
5,219
-257
-5% -$22.1K 0.03% 171
2024
Q1 		$470K Sell
5,476
-1,875
-26% -$154K 0.04% 170
2023
Q4 		$606K Sell
7,351
-890
-11% -$71.7K 0.04% 167
2023
Q3 		$632K Buy
8,241
+389
+5% +$28.9K 0.05% 158
2023
Q2 		$548K Buy
7,852
+363
+5% +$24.3K 0.04% 161
2023
Q1 		$483K Sell
7,489
-41
-0.5% -$2.81K 0.04% 173
2022
Q4 		$542K Sell
7,530
-93
-1% -$6.23K 0.05% 161
2022
Q3 		$428K Hold
7,623
– – 0.04% 171
2022
Q2 		$422K Hold
7,623
– – 0.04% 175
2022
Q1 		$491K Sell
7,623
-13
-0.2% -$814 0.04% 180
2021
Q4 		$446K Hold
7,636
– – 0.03% 188
2021
Q3 		$398K Sell
7,636
-90
-1% -$4.92K 0.03% 199
2021
Q2 		$415K Buy
7,726
+1,595
+26% +$87K 0.03% 196
2021
Q1 		$314K Sell
6,131
-616
-9% -$29.6K 0.03% 207
2020
Q4 		$300K Hold
6,747
– – 0.03% 187
2020
Q3 		$245K Sell
6,747
-17
-0.3% -$619 0.03% 173
2020
Q2 		$244K Buy
6,764
+216
+3% +$7.8K 0.03% 172
2020
Q1 		$224K Sell
6,548
-76
-1% -$3.47K 0.04% 167
2019
Q4 		$350K Sell
6,624
-283
-4% -$15K 0.05% 155
2019
Q3 		$361K Sell
6,907
-40
-0.6% -$2.11K 0.05% 150
2019
Q2 		$381K Buy
6,947
+213
+3% +$11K 0.06% 143
2019
Q1 		$337K Sell
6,734
-84
-1% -$4.05K 0.05% 144
2018
Q4 		$311K Sell
6,818
-2
-0% -$89 0.06% 140
2018
Q3 		$321K Buy
6,820
+84
+1% +$3.84K 0.05% 148
2018
Q2 		$290K Buy
6,736
+14
+0.2% +$629 0.05% 150
2018
Q1 		$294K Sell
6,722
-34
-0.5% -$1.5K 0.05% 145
2017
Q4 		$297K Buy
6,756
+58
+0.9% +$2.48K 0.05% 148
2017
Q3 		$273K Hold
6,698
– – 0.05% 143
2017
Q2 		$260K Sell
6,698
-364
-5% -$13.7K 0.05% 148
2017
Q1 		$256K Buy
7,062
+672
+11% +$23.8K 0.05% 148
2016
Q4 		$222K Sell
6,390
-40
-0.6% -$1.41K 0.05% 146
2016
Q3 		$231K Sell
6,430
-650
-9% -$23.7K 0.05% 140
2016
Q2 		$255K Buy
7,080
+140
+2% +$4.78K 0.06% 135
2016
Q1 		$219K Hold
6,940
– – 0.05% 145
2015
Q4 		$208K Buy
+6,940
New +$216K 0.05% 148

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Smith Salley Wealth Management's AFL Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Aflac (AFL) stake by 8.1% in Q2 2026, selling an estimated $39.9K and leaving 3,957 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #201.

Smith Salley Wealth Management first reported a position in AFL in Q4 2015 and has held it in 43 quarters since. The position peaked at $632K in Q3 2023. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Smith Salley Wealth Management held 3,957 shares of Aflac worth $464K as of Q2 2026.
  • Smith Salley Wealth Management sold 347 Aflac shares in Q2 2026, an estimated $39.9K.
  • Aflac made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Smith Salley Wealth Management first reported a position in Aflac in Q4 2015 and has held it in 43 quarters since.
  • Smith Salley Wealth Management's Aflac position peaked at $632K in Q3 2023.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.