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TCV Trust & Wealth Management’s Aflac AFL Stock Holding History

TCV Trust & Wealth Management’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 		$200K Buy
+1,710
New +$197K 0.02% 226
2025
Q4 		– Sell
-1,793
Closed -$200K – 229
2025
Q3 		$200K Buy
+1,793
New +$188K 0.02% 222

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

TCV Trust & Wealth Management's AFL Position: Q2 2026 in Review

TCV Trust & Wealth Management opened a new position in Aflac (AFL) in Q2 2026: 1,710 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings. This is a return to the name: TCV Trust & Wealth Management previously reported a position in AFL as recently as Q3 2025.

TCV Trust & Wealth Management first reported a position in AFL in Q3 2025 and has held it in 2 quarters since. 890 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • TCV Trust & Wealth Management held 1,710 shares of Aflac worth $200K as of Q2 2026.
  • Aflac was a new TCV Trust & Wealth Management position in Q2 2026.
  • Aflac made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #226 holding.
  • TCV Trust & Wealth Management first reported a position in Aflac in Q3 2025 and has held it in 2 quarters since.
  • 890 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.