Towerpoint Wealth
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Towerpoint Wealth’s Aflac AFL Stock Holding History

Towerpoint Wealth’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 		$248K Sell
2,218
-215
-9% -$25.8K 0.09% 97
2026
Q2 		$285K Buy
2,433
+9
+0.4% +$1.04K 0.1% 97
2026
Q1 		$266K Buy
2,424
+2
+0.1% +$222 0.11% 78
2025
Q4 		$267K Sell
2,422
-7
-0.3% -$771 0.11% 78
2025
Q3 		$271K Sell
2,429
-11
-0.5% -$1.16K 0.11% 77
2025
Q2 		$257K Sell
2,440
-64
-3% -$6.72K 0.11% 81
2025
Q1 		$278K Sell
2,504
-4
-0.2% -$424 0.14% 69
2024
Q4 		$259K Buy
2,508
+8
+0.3% +$872 0.13% 73
2024
Q3 		$280K Sell
2,500
-2
-0.1% -$203 0.13% 70
2024
Q2 		$223K Sell
2,502
-7
-0.3% -$602 0.11% 74
2024
Q1 		$215K Buy
2,509
+2
+0.1% +$164 0.11% 77
2023
Q4 		$207K Buy
+2,507
New +$202K 0.11% 76

Other funds holding AFL

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
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
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 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

Towerpoint Wealth's AFL Position: Q3 2026 in Review

Towerpoint Wealth reduced its Aflac (AFL) stake by 8.8% in Q3 2026, selling an estimated $25.8K and leaving 2,218 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #97.

Towerpoint Wealth first reported a position in AFL in Q4 2023 and has held it in 12 quarters since. The position peaked at $285K in Q2 2026. 682 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Towerpoint Wealth held 2,218 shares of Aflac worth $248K as of Q3 2026.
  • Towerpoint Wealth sold 215 Aflac shares in Q3 2026, an estimated $25.8K.
  • Aflac made up 0.09% of Towerpoint Wealth's portfolio in Q3 2026, its #97 holding.
  • Towerpoint Wealth first reported a position in Aflac in Q4 2023 and has held it in 12 quarters since.
  • Towerpoint Wealth's Aflac position peaked at $285K in Q2 2026.
  • 682 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

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