TWD
AFL icon

True Wealth Design’s Aflac AFL Stock Holding History

True Wealth Design’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 		$17.3K Buy
148
+4
+3% +$460 ﹤0.01% 857
2026
Q1 		$15.8K Sell
144
-80
-36% -$8.87K ﹤0.01% 811
2025
Q4 		$24.7K Sell
224
-1
-0.4% -$110 0.01% 537
2025
Q3 		$25.1K Buy
225
+147
+188% +$15.4K 0.01% 531
2025
Q2 		$8.19K Sell
78
-9
-10% -$946 ﹤0.01% 644
2025
Q1 		$9.64K Buy
87
+35
+67% +$3.71K ﹤0.01% 482
2024
Q4 		$5.35K Hold
52
– – ﹤0.01% 525
2024
Q3 		$5.78K Sell
52
-300
-85% -$30.5K ﹤0.01% 529
2024
Q2 		$31.4K Hold
352
– – 0.01% 189
2024
Q1 		$30.2K Buy
352
+300
+577% +$24.6K 0.01% 189
2023
Q4 		$4.26K Hold
52
– – ﹤0.01% 272
2023
Q3 		$3.97K Hold
52
– – ﹤0.01% 240
2023
Q2 		$3.61K Hold
52
– – ﹤0.01% 251
2023
Q1 		$3.33K Hold
52
– – ﹤0.01% 297
2022
Q4 		$3.72K Buy
+52
New +$3.48K ﹤0.01% 264

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

True Wealth Design's AFL Position: Q2 2026 in Review

True Wealth Design increased its Aflac (AFL) stake by 2.8% in Q2 2026, buying an estimated $460 and bringing the position to 148 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

True Wealth Design first reported a position in AFL in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.4K in Q2 2024. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • True Wealth Design held 148 shares of Aflac worth $17.3K as of Q2 2026.
  • True Wealth Design bought 4 Aflac shares in Q2 2026, an estimated $460.
  • Aflac made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #857 holding.
  • True Wealth Design first reported a position in Aflac in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Aflac position peaked at $31.4K in Q2 2024.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.