Tred Avon Family Wealth’s Aflac AFL Stock Holding History

Tred Avon Family 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 Q2	$1.04M	Hold	8,899	–	–	0.32%	82
2026 Q1	$976K	Hold	8,899	–	–	0.32%	84
2025 Q4	$981K	Hold	8,899	–	–	0.32%	78
2025 Q3	$994K	Buy	+8,899	New	+$935K	0.34%	78

Other funds holding AFL

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's AFL Position: Q2 2026 in Review

Tred Avon Family Wealth held its Aflac (AFL) position steady in Q2 2026 at 8,899 shares worth $1.04M. The position accounts for 0.32% of the portfolio, ranked #82.

Tred Avon Family Wealth first reported a position in AFL in Q3 2025 and has held it in 4 quarters since. 1,704 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Tred Avon Family Wealth held 8,899 shares of Aflac worth $1.04M as of Q2 2026.
Tred Avon Family Wealth left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.32% of Tred Avon Family Wealth's portfolio in Q2 2026, its #82 holding.
Tred Avon Family Wealth first reported a position in Aflac in Q3 2025 and has held it in 4 quarters since.
1,704 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.