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Strategic Wealth Partners’s Aflac AFL Stock Holding History

Strategic Wealth Partners’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 		$127K Sell
1,080
-6
-0.6% -$691 0.01% 368
2026
Q1 		$119K Sell
1,086
-3
-0.3% -$332 0.01% 370
2025
Q4 		$120K Buy
1,089
+196
+22% +$21.6K 0.01% 379
2025
Q3 		$99.7K Buy
893
+68
+8% +$7.14K 0.01% 437
2025
Q2 		$87K Buy
+825
New +$86.7K 0.01% 413
2019
Q4 		– Sell
-2,748
Closed -$36.5K – 142
2019
Q3 		$36.5K Buy
2,748
+1
+0% +$53 0.19% 96
2019
Q2 		$150K Sell
2,747
-1,479
-35% -$76.3K 0.07% 147
2019
Q1 		$211K Buy
4,226
+427
+11% +$20.6K 0.1% 135
2018
Q4 		$181K Sell
3,799
-316
-8% -$14K 0.09% 141
2018
Q3 		$194K Buy
4,115
+2
+0% +$92 0.1% 131
2018
Q2 		$177K Sell
4,113
-20,511
-83% -$921K 0.1% 151
2018
Q1 		$1.08M Buy
24,624
+3,202
+15% +$142K 0.56% 57
2017
Q4 		$901K Buy
+21,422
New +$914K 0.5% 70

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

Strategic Wealth Partners's AFL Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Aflac (AFL) stake by 0.55% in Q2 2026, selling an estimated $691 and leaving 1,080 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #368.

Strategic Wealth Partners first reported a position in AFL in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.08M in Q1 2018. 1,697 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Strategic Wealth Partners held 1,080 shares of Aflac worth $127K as of Q2 2026.
  • Strategic Wealth Partners sold 6 Aflac shares in Q2 2026, an estimated $691.
  • Aflac made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #368 holding.
  • Strategic Wealth Partners first reported a position in Aflac in Q4 2017 and has held it in 13 quarters since.
  • Strategic Wealth Partners's Aflac position peaked at $1.08M in Q1 2018.
  • 1,697 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.