TriaGen Wealth Management’s Aflac AFL Stock Holding History

TriaGen 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	$443K	Buy	3,781 +46	+1%	+$5.3K	0.11%	135
2026 Q1	$410K	Hold	3,735	–	–	0.11%	130
2025 Q4	$412K	Buy	3,735 +86	+2%	+$9.47K	0.11%	129
2025 Q3	$408K	Buy	3,649 +254	+7%	+$26.7K	0.11%	135
2025 Q2	$358K	Hold	3,395	–	–	0.11%	136
2025 Q1	$377K	Hold	3,395	–	–	0.13%	124
2024 Q4	$351K	Hold	3,395	–	–	0.12%	129
2024 Q3	$380K	Buy	3,395 +18	+0.5%	+$1.83K	0.13%	123
2024 Q2	$302K	Buy	3,377 +117	+4%	+$10.1K	0.12%	137
2024 Q1	$280K	Hold	3,260	–	–	0.12%	136
2023 Q4	$269K	Hold	3,260	–	–	0.13%	133
2023 Q3	$250K	Hold	3,260	–	–	0.13%	130
2023 Q2	$228K	Hold	3,260	–	–	0.1%	155
2023 Q1	$210K	Hold	3,260	–	–	0.11%	152
2022 Q4	$235K	Buy	+3,260	New	+$218K	0.13%	152
2022 Q2	–	Sell	-3,260	Closed	-$210K	–	157
2022 Q1	$210K	Buy	+3,260	New	+$204K	0.11%	159

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

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

TriaGen Wealth Management increased its Aflac (AFL) stake by 1.2% in Q2 2026, buying an estimated $5.3K and bringing the position to 3,781 shares worth $443K. The position accounts for 0.11% of the portfolio, ranked #135.

TriaGen Wealth Management first reported a position in AFL in Q1 2022 and has held it in 16 quarters since. 1,698 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

TriaGen Wealth Management held 3,781 shares of Aflac worth $443K as of Q2 2026.
TriaGen Wealth Management bought 46 Aflac shares in Q2 2026, an estimated $5.3K.
Aflac made up 0.11% of TriaGen Wealth Management's portfolio in Q2 2026, its #135 holding.
TriaGen Wealth Management first reported a position in Aflac in Q1 2022 and has held it in 16 quarters since.
1,698 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.