TRB Wealth Management’s Aflac AFL Stock Holding History

TRB 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	$286K	Buy	2,437 +490	+25%	+$56.4K	0.04%	222
2026 Q1	$214K	Buy	+1,947	New	+$216K	0.03%	256

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TRB Wealth Management's AFL Position: Q2 2026 in Review

TRB Wealth Management increased its Aflac (AFL) stake by 25% in Q2 2026, buying an estimated $56.4K and bringing the position to 2,437 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #222.

TRB Wealth Management first reported a position in AFL in Q1 2026 and has held it in 2 quarters since. 1,684 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

TRB Wealth Management held 2,437 shares of Aflac worth $286K as of Q2 2026.
TRB Wealth Management bought 490 Aflac shares in Q2 2026, an estimated $56.4K.
Aflac made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #222 holding.
TRB Wealth Management first reported a position in Aflac in Q1 2026 and has held it in 2 quarters since.
1,684 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.