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Summit Place Financial Advisors’s Aflac AFL Stock Holding History

Summit Place Financial 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 		$262K Sell
2,238
-192
-8% -$22.1K 0.11% 96
2026
Q1 		$267K Buy
2,430
+192
+9% +$21.3K 0.13% 94
2025
Q4 		$247K Hold
2,238
– – 0.12% 93
2025
Q3 		$250K Buy
+2,238
New +$235K 0.12% 91

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Summit Place Financial Advisors reduced its Aflac (AFL) stake by 7.9% in Q2 2026, selling an estimated $22.1K and leaving 2,238 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #96.

Summit Place Financial Advisors first reported a position in AFL in Q3 2025 and has held it in 4 quarters since. The position peaked at $267K in Q1 2026. 764 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Summit Place Financial Advisors held 2,238 shares of Aflac worth $262K as of Q2 2026.
  • Summit Place Financial Advisors sold 192 Aflac shares in Q2 2026, an estimated $22.1K.
  • Aflac made up 0.11% of Summit Place Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • Summit Place Financial Advisors first reported a position in Aflac in Q3 2025 and has held it in 4 quarters since.
  • Summit Place Financial Advisors's Aflac position peaked at $267K in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.