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Strait & Sound Wealth Management’s Aflac AFL Stock Holding History

Strait & Sound 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 		$277K Buy
2,366
+388
+20% +$44.7K 0.1% 128
2026
Q1 		$217K Buy
1,978
+137
+7% +$15.2K 0.08% 154
2025
Q4 		$203K Sell
1,841
-17
-0.9% -$1.87K 0.08% 145
2025
Q3 		$208K Buy
+1,858
New +$195K 0.08% 140

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

Strait & Sound Wealth Management's AFL Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Aflac (AFL) stake by 20% in Q2 2026, buying an estimated $44.7K and bringing the position to 2,366 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #128.

Strait & Sound Wealth Management first reported a position in AFL in Q3 2025 and has held it in 4 quarters since. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Strait & Sound Wealth Management held 2,366 shares of Aflac worth $277K as of Q2 2026.
  • Strait & Sound Wealth Management bought 388 Aflac shares in Q2 2026, an estimated $44.7K.
  • Aflac made up 0.1% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Strait & Sound Wealth Management first reported a position in Aflac in Q3 2025 and has held it in 4 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.