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Spire Wealth Management’s Aflac AFL Stock Holding History

Spire 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 		$12.8K Sell
109
-25
-19% -$2.88K ﹤0.01% 1574
2026
Q1 		$14.7K Sell
134
-3
-2% -$332 ﹤0.01% 1513
2025
Q4 		$15.1K Buy
137
+32
+30% +$3.52K ﹤0.01% 1578
2025
Q3 		$11.7K Sell
105
-78
-43% -$8.19K ﹤0.01% 1692
2025
Q2 		$19.3K Sell
183
-1,864
-91% -$196K ﹤0.01% 1528
2025
Q1 		$228K Sell
2,047
-1,816
-47% -$193K 0.01% 791
2024
Q4 		$400K Buy
3,863
+1,787
+86% +$195K 0.01% 627
2024
Q3 		$232K Sell
2,076
-899
-30% -$91.4K 0.01% 693
2024
Q2 		$266K Buy
2,975
+15
+0.5% +$1.29K 0.01% 645
2024
Q1 		$254K Buy
2,960
+13
+0.4% +$1.07K ﹤0.01% 708
2023
Q4 		$249K Buy
2,947
+200
+7% +$16.1K 0.01% 701
2023
Q3 		$211K Buy
2,747
+24
+0.9% +$1.78K 0.01% 694
2023
Q2 		$190K Sell
2,723
-86
-3% -$5.76K 0.01% 733
2023
Q1 		$181K Buy
2,809
+45
+2% +$3.08K 0.01% 757
2022
Q4 		$199K Buy
2,764
+1,891
+217% +$127K 0.01% 563
2022
Q3 		$49K Sell
873
-1,562
-64% -$91.9K ﹤0.01% 951
2022
Q2 		$135K Sell
2,435
-282
-10% -$16.6K 0.01% 912
2022
Q1 		$175K Sell
2,717
-535
-16% -$33.5K ﹤0.01% 945
2021
Q4 		$190K Sell
3,252
-2,017
-38% -$113K ﹤0.01% 1114
2021
Q3 		$275K Buy
5,269
+56
+1% +$3.06K 0.01% 787
2021
Q2 		$280K Sell
5,213
-357
-6% -$19.5K 0.01% 802
2021
Q1 		$285K Buy
+5,570
New +$267K 0.01% 893

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

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

Spire Wealth Management reduced its Aflac (AFL) stake by 19% in Q2 2026, selling an estimated $2.88K and leaving 109 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Spire Wealth Management first reported a position in AFL in Q1 2021 and has held it in 22 quarters since. The position peaked at $400K in Q4 2024. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Spire Wealth Management held 109 shares of Aflac worth $12.8K as of Q2 2026.
  • Spire Wealth Management sold 25 Aflac shares in Q2 2026, an estimated $2.88K.
  • Aflac made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1574 holding.
  • Spire Wealth Management first reported a position in Aflac in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Aflac position peaked at $400K in Q4 2024.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.