Thrive Wealth Management
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Thrive Wealth Management’s Aflac AFL Stock Holding History

Thrive 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
Q3 		– Sell
-1,804
Closed -$212K – 261
2026
Q2 		$212K Buy
+1,804
New +$208K 0.03% 243
2025
Q2 		– Sell
-1,836
Closed -$204K – 230
2025
Q1 		$204K Buy
+1,836
New +$195K 0.04% 211

Other funds holding AFL

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

Thrive Wealth Management's AFL Position: Q3 2026 in Review

Thrive Wealth Management sold out of Aflac (AFL) in Q3 2026, closing a stake of 1,804 shares — an estimated $212K sold.

Thrive Wealth Management first reported a position in AFL in Q1 2025 and held it in 2 quarters. The position peaked at $212K in Q2 2026. 514 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Thrive Wealth Management reported no remaining Aflac position as of Q3 2026 after selling out during the quarter.
  • Thrive Wealth Management sold 1,804 Aflac shares in Q3 2026, an estimated $212K.
  • Thrive Wealth Management first reported a position in Aflac in Q1 2025 and held it in 2 quarters.
  • Thrive Wealth Management's Aflac position peaked at $212K in Q2 2026.
  • 514 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.