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Valeo Financial Advisors’s Aflac AFL Stock Holding History

Valeo Financial Advisors’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 		$1.99M Buy
16,952
+655
+4% +$75.4K 0.04% 180
2026
Q1 		$1.79M Sell
16,297
-490
-3% -$54.3K 0.04% 172
2025
Q4 		$1.85M Sell
16,787
-1,380
-8% -$152K 0.04% 183
2025
Q3 		$2.03M Buy
18,167
+76
+0.4% +$7.98K 0.05% 172
2025
Q2 		$1.91M Sell
18,091
-1,800
-9% -$189K 0.05% 179
2025
Q1 		$2.21M Buy
19,891
+4,235
+27% +$449K 0.06% 142
2024
Q4 		$1.62M Sell
15,656
-350
-2% -$38.2K 0.05% 174
2024
Q3 		$1.79M Sell
16,006
-42
-0.3% -$4.27K 0.05% 170
2024
Q2 		$1.43M Buy
16,048
+36
+0.2% +$3.1K 0.04% 189
2024
Q1 		$1.35M Buy
16,012
+210
+1% +$17.2K 0.05% 192
2023
Q4 		$1.3M Buy
15,802
+697
+5% +$56.2K 0.05% 188
2023
Q3 		$1.16M Sell
15,105
-180
-1% -$13.4K 0.05% 185
2023
Q2 		$1.07M Buy
15,285
+3,198
+26% +$214K 0.05% 197
2023
Q1 		$780K Buy
12,087
+405
+3% +$27.7K 0.04% 250
2022
Q4 		$840K Buy
11,682
+1,966
+20% +$132K 0.05% 210
2022
Q3 		$546K Buy
9,716
+363
+4% +$21.4K 0.03% 250
2022
Q2 		$518K Sell
9,353
-311
-3% -$18.4K 0.03% 247
2022
Q1 		$622K Buy
9,664
+630
+7% +$39.4K 0.03% 280
2021
Q4 		$527K Buy
9,034
+369
+4% +$20.7K 0.03% 290
2021
Q3 		$452K Buy
8,665
+938
+12% +$51.3K 0.03% 325
2021
Q2 		$415K Buy
7,727
+237
+3% +$12.9K 0.03% 297
2021
Q1 		$383K Sell
7,490
-176
-2% -$8.44K 0.02% 318
2020
Q4 		$341K Sell
7,666
-463
-6% -$19K 0.02% 307
2020
Q3 		$295K Sell
8,129
-528
-6% -$19.2K 0.03% 259
2020
Q2 		$312K Buy
8,657
+254
+3% +$9.18K 0.03% 247
2020
Q1 		$319K Sell
8,403
-363
-4% -$16.6K 0.03% 221
2019
Q4 		$464K Sell
8,766
-310
-3% -$16.5K 0.05% 201
2019
Q3 		$475K Sell
9,076
-432
-5% -$22.8K 0.05% 175
2019
Q2 		$521K Buy
9,508
+728
+8% +$37.5K 0.06% 177
2019
Q1 		$439K Buy
8,780
+251
+3% +$12.1K 0.05% 184
2018
Q4 		$389K Buy
8,529
+138
+2% +$6.13K 0.05% 184
2018
Q3 		$361K Sell
8,391
-124
-1% -$5.67K 0.05% 194
2018
Q2 		$394K Buy
8,515
+211
+3% +$9.48K 0.06% 197
2018
Q1 		$363K Buy
8,304
+726
+10% +$32.1K 0.06% 185
2017
Q4 		$333K Buy
7,578
+202
+3% +$8.62K 0.05% 185
2017
Q3 		$300K Buy
+7,376
New +$297K 0.07% 169

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

Valeo Financial Advisors's AFL Position: Q2 2026 in Review

Valeo Financial Advisors increased its Aflac (AFL) stake by 4% in Q2 2026, buying an estimated $75.4K and bringing the position to 16,952 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #180.

Valeo Financial Advisors first reported a position in AFL in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.21M in Q1 2025. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Valeo Financial Advisors held 16,952 shares of Aflac worth $1.99M as of Q2 2026.
  • Valeo Financial Advisors bought 655 Aflac shares in Q2 2026, an estimated $75.4K.
  • Aflac made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #180 holding.
  • Valeo Financial Advisors first reported a position in Aflac in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Aflac position peaked at $2.21M in Q1 2025.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

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