Waterfront Wealth’s Aflac AFL Stock Holding History

Waterfront 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 Q3	$405K	Hold	3,380	–	–	0.06%	235
2026 Q2	$412K	Hold	3,380	–	–	0.06%	229
2026 Q1	$371K	Hold	3,380	–	–	0.07%	227
2025 Q4	$367K	Hold	3,380	–	–	0.07%	218
2025 Q3	$365K	Hold	3,380	–	–	0.07%	212
2025 Q2	$356K	Hold	3,380	–	–	0.08%	210
2025 Q1	$376K	Hold	3,380	–	–	0.09%	202
2024 Q4	$350K	Hold	3,380	–	–	0.09%	208
2024 Q3	$370K	Hold	3,380	–	–	0.09%	199
2024 Q2	$302K	Hold	3,380	–	–	0.08%	201
2024 Q1	$282K	Hold	3,380	–	–	0.08%	211
2023 Q4	$279K	Hold	3,380	–	–	0.08%	206
2023 Q3	$261K	Hold	3,380	–	–	0.09%	205
2023 Q2	$245K	Hold	3,380	–	–	0.07%	222
2023 Q1	$218K	Hold	3,380	–	–	0.07%	228
2022 Q4	$246K	Hold	3,380	–	–	0.08%	218
2022 Q3	$213K	Buy	+3,380	New	+$199K	0.08%	225
2022 Q2	–	Sell	-3,380	Closed	-$221K	–	236
2022 Q1	$221K	Buy	+3,380	New	+$212K	0.08%	226

Other funds holding AFL

Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Waterfront Wealth's AFL Position: Q3 2026 in Review

Waterfront Wealth held its Aflac (AFL) position steady in Q3 2026 at 3,380 shares worth $405K. The position accounts for 0.06% of the portfolio, ranked #235.

Waterfront Wealth first reported a position in AFL in Q1 2022 and has held it in 18 quarters since. The position peaked at $412K in Q2 2026. 1,012 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

Waterfront Wealth held 3,380 shares of Aflac worth $405K as of Q3 2026.
Waterfront Wealth left its Aflac share count unchanged in Q3 2026.
Aflac made up 0.06% of Waterfront Wealth's portfolio in Q3 2026, its #235 holding.
Waterfront Wealth first reported a position in Aflac in Q1 2022 and has held it in 18 quarters since.
Waterfront Wealth's Aflac position peaked at $412K in Q2 2026.
1,012 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.