Summit Financial Wealth Advisors’s Aflac AFL Stock Holding History

Summit Financial Wealth Advisors’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	$348K	Buy	2,967 +173	+6%	+$19.9K	0.04%	160
2026 Q1	$307K	Buy	2,794 +43	+2%	+$4.77K	0.04%	152
2025 Q4	$303K	Sell	2,751 -138	-5%	-$15.2K	0.04%	146
2025 Q3	$320K	Buy	2,889 +262	+10%	+$27.5K	0.05%	134
2025 Q2	$277K	Hold	2,627	–	–	0.05%	140
2025 Q1	$292K	Hold	2,627	–	–	0.06%	116
2024 Q4	$280K	Sell	2,627 -336	-11%	-$36.6K	0.05%	122
2024 Q3	$331K	Hold	2,963	–	–	0.06%	110
2024 Q2	$265K	Sell	2,963 -427	-13%	-$36.7K	0.05%	117
2024 Q1	$291K	Hold	3,390	–	–	0.06%	105
2023 Q4	$280K	Hold	3,390	–	–	0.06%	103
2023 Q3	$275K	Sell	3,390 -1,110	-25%	-$82.4K	0.07%	103
2023 Q2	$314K	Sell	4,500 -305	-6%	-$20.4K	0.07%	99
2023 Q1	$310K	Hold	4,805	–	–	0.07%	107
2022 Q4	$346K	Hold	4,805	–	–	0.08%	99
2022 Q3	$301K	Hold	4,805	–	–	0.09%	99
2022 Q2	$269K	Buy	+4,805	New	+$284K	0.06%	110
2022 Q1	–	Sell	-4,788	Closed	-$288K	–	131
2021 Q4	$288K	Hold	4,788	–	–	0.06%	112
2021 Q3	$250K	Hold	4,788	–	–	0.06%	110
2021 Q2	$257K	Hold	4,788	–	–	0.06%	105
2021 Q1	$213K	Buy	+4,788	New	+$230K	0.05%	107
2020 Q1	–	Sell	-4,555	Closed	-$236K	–	121
2019 Q4	$236K	Hold	4,555	–	–	0.06%	122
2019 Q3	$239K	Sell	4,555 -223	-5%	-$11.8K	0.06%	129
2019 Q2	$262K	Hold	4,778	–	–	0.06%	131
2019 Q1	$233K	Hold	4,778	–	–	0.06%	122
2018 Q4	$218K	Sell	4,778 -258	-5%	-$11.5K	0.07%	118
2018 Q3	$220K	Buy	+5,036	New	+$230K	0.07%	131
2018 Q2	–	Sell	-5,086	Closed	-$223K	–	139
2018 Q1	$223K	Hold	5,086	–	–	0.07%	126
2017 Q4	$223K	Buy	+5,086	New	+$217K	0.08%	130
2017 Q1	–	Sell	-25,130	Closed	-$875K	–	140
2016 Q4	$875K	Sell	25,130 -170	-0.7%	-$5.99K	0.38%	65
2016 Q3	$909K	Sell	25,300 -5,742	-18%	-$209K	0.39%	62
2016 Q2	$1.12M	Buy	31,042 +24,170	+352%	+$825K	0.47%	53
2016 Q1	$217K	Buy	+6,872	New	+$204K	0.09%	123
2015 Q4	–	Sell	-4,140	Closed	-$120K	–	124
2015 Q3	$120K	Hold	4,140	–	–	0.08%	94
2015 Q2	$128K	Hold	4,140	–	–	0.08%	97
2015 Q1	$132K	Hold	4,140	–	–	0.09%	81
2014 Q4	$126K	Buy	+4,140	New	+$122K	0.09%	83

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Summit Financial Wealth Advisors's AFL Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Aflac (AFL) stake by 6.2% in Q2 2026, buying an estimated $19.9K and bringing the position to 2,967 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #160.

Summit Financial Wealth Advisors first reported a position in AFL in Q4 2014 and has held it in 37 quarters since. The position peaked at $1.12M in Q2 2016. 531 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Summit Financial Wealth Advisors held 2,967 shares of Aflac worth $348K as of Q2 2026.
Summit Financial Wealth Advisors bought 173 Aflac shares in Q2 2026, an estimated $19.9K.
Aflac made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #160 holding.
Summit Financial Wealth Advisors first reported a position in Aflac in Q4 2014 and has held it in 37 quarters since.
Summit Financial Wealth Advisors's Aflac position peaked at $1.12M in Q2 2016.
531 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.