TrueWealth Advisors’s Aflac AFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$498K Buy
4,248
+2
+0% +$230 0.11% 145
2026
Q1
$466K Buy
4,246
+3
+0.1% +$332 0.12% 147
2025
Q4
$468K Buy
4,243
+3
+0.1% +$330 0.12% 141
2025
Q3
$474K Buy
4,240
+2
+0% +$210 0.13% 137
2025
Q2
$447K Buy
4,238
+4
+0.1% +$420 0.13% 136
2025
Q1
$471K Buy
4,234
+4
+0.1% +$424 0.15% 114
2024
Q4
$438K Buy
4,230
+3
+0.1% +$327 0.15% 132
2024
Q3
$473K Buy
4,227
+4
+0.1% +$407 0.16% 115
2024
Q2
$377K Buy
4,223
+4
+0.1% +$344 0.14% 118
2024
Q1
$362K Buy
4,219
+4
+0.1% +$328 0.14% 117
2023
Q4
$348K Buy
4,215
+4
+0.1% +$322 0.13% 124
2023
Q3
$323K Buy
4,211
+4
+0.1% +$297 0.14% 116
2023
Q2
$294K Buy
4,207
+4
+0.1% +$268 0.12% 132
2023
Q1
$271K Sell
4,203
-22
-0.5% -$1.51K 0.11% 148
2022
Q4
$304K Buy
4,225
+1
+0% +$67 0.13% 132
2022
Q3
$237K Sell
4,224
-725
-15% -$42.7K 0.11% 138
2022
Q2
$274K Buy
4,949
+125
+3% +$7.38K 0.13% 127
2022
Q1
$282K Hold
4,824
0.13% 136
2021
Q4
$282K Buy
+4,824
New +$270K 0.13% 136

Other funds holding AFL

TrueWealth Advisors's AFL Position: Q2 2026 in Review

TrueWealth Advisors increased its Aflac (AFL) stake by 0.05% in Q2 2026, buying an estimated $230 and bringing the position to 4,248 shares worth $498K. The position accounts for 0.11% of the portfolio, ranked #145.

TrueWealth Advisors first reported a position in AFL in Q4 2021 and has held it in 19 quarters since. 569 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • TrueWealth Advisors held 4,248 shares of Aflac worth $498K as of Q2 2026.
  • TrueWealth Advisors bought 2 Aflac shares in Q2 2026, an estimated $230.
  • Aflac made up 0.11% of TrueWealth Advisors's portfolio in Q2 2026, its #145 holding.
  • TrueWealth Advisors first reported a position in Aflac in Q4 2021 and has held it in 19 quarters since.
  • 569 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.