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Summit Wealth Group (Colorado)’s Aflac AFL Stock Holding History

Summit Wealth Group (Colorado)’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 		$2.57M Sell
21,928
-140
-0.6% -$16.1K 0.21% 60
2026
Q1 		$2.42M Buy
22,068
+9,000
+69% +$997K 0.25% 55
2025
Q4 		$1.44M Buy
+13,068
New +$1.44M 0.19% 75
2025
Q3 		– Sell
-13,012
Closed -$1.37M – 489
2025
Q2 		$1.37M Buy
+13,012
New +$1.37M 0.34% 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

Summit Wealth Group (Colorado)'s AFL Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Aflac (AFL) stake by 0.63% in Q2 2026, selling an estimated $16.1K and leaving 21,928 shares worth $2.57M. The position accounts for 0.21% of the portfolio, ranked #60.

Summit Wealth Group (Colorado) first reported a position in AFL in Q2 2025 and has held it in 4 quarters since. 1,700 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Summit Wealth Group (Colorado) held 21,928 shares of Aflac worth $2.57M as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 140 Aflac shares in Q2 2026, an estimated $16.1K.
  • Aflac made up 0.21% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #60 holding.
  • Summit Wealth Group (Colorado) first reported a position in Aflac in Q2 2025 and has held it in 4 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.