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Summit Financial’s Aflac AFL Stock Holding History

Summit Financial’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 		$2.69M Buy
22,967
+172
+0.8% +$19.8K 0.03% 543
2026
Q1 		$2.5M Sell
22,795
-511
-2% -$56.6K 0.03% 514
2025
Q4 		$2.57M Sell
23,306
-44
-0.2% -$4.85K 0.04% 425
2025
Q3 		$2.61M Sell
23,350
-22,405
-49% -$2.35M 0.04% 415
2025
Q2 		$4.83M Buy
45,755
+3,308
+8% +$348K 0.11% 165
2025
Q1 		$4.72M Buy
42,447
+23,178
+120% +$2.46M 0.13% 144
2024
Q4 		$1.99M Buy
19,269
+123
+0.6% +$13.4K 0.07% 214
2024
Q3 		$2.14M Buy
19,146
+3,975
+26% +$404K 0.08% 173
2024
Q2 		$1.35M Buy
+15,171
New +$1.3M 0.06% 190

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

Summit Financial's AFL Position: Q2 2026 in Review

Summit Financial increased its Aflac (AFL) stake by 0.75% in Q2 2026, buying an estimated $19.8K and bringing the position to 22,967 shares worth $2.69M. The position accounts for 0.03% of the portfolio, ranked #543.

Summit Financial first reported a position in AFL in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.83M in Q2 2025. 1,697 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Summit Financial held 22,967 shares of Aflac worth $2.69M as of Q2 2026.
  • Summit Financial bought 172 Aflac shares in Q2 2026, an estimated $19.8K.
  • Aflac made up 0.03% of Summit Financial's portfolio in Q2 2026, its #543 holding.
  • Summit Financial first reported a position in Aflac in Q2 2024 and has held it in 9 quarters since.
  • Summit Financial's Aflac position peaked at $4.83M in Q2 2025.
  • 1,697 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.