WA
AFL icon

Waverly Advisors’s Aflac AFL Stock Holding History

Waverly 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 		$2.25M Sell
19,213
-2,401
-11% -$276K 0.01% 667
2026
Q1 		$2.37M Buy
21,614
+2,206
+11% +$244K 0.02% 607
2025
Q4 		$2.14M Buy
19,408
+3,635
+23% +$400K 0.02% 582
2025
Q3 		$1.76M Buy
15,773
+4,618
+41% +$485K 0.02% 531
2025
Q2 		$1.18M Buy
11,155
+984
+10% +$103K 0.01% 582
2025
Q1 		$1.13M Buy
10,171
+1,661
+20% +$176K 0.01% 583
2024
Q4 		$880K Buy
8,510
+513
+6% +$55.9K 0.01% 545
2024
Q3 		$894K Sell
7,997
-82
-1% -$8.33K 0.02% 462
2024
Q2 		$722K Buy
8,079
+906
+13% +$77.9K 0.01% 492
2024
Q1 		$616K Buy
7,173
+2,572
+56% +$211K 0.01% 442
2023
Q4 		$380K Sell
4,601
-136
-3% -$11K 0.01% 333
2023
Q3 		$364K Buy
+4,737
New +$352K 0.02% 298
2018
Q1 		– Sell
-416
Closed -$18K – 186
2017
Q4 		$18K Buy
+416
New +$17.8K ﹤0.01% 296
2014
Q4 		– Sell
-324
Closed -$9K – 415
2014
Q3 		$9K Hold
324
– – ﹤0.01% 495
2014
Q2 		$10K Buy
324
+16
+5% +$499 ﹤0.01% 432
2014
Q1 		$10K Sell
308
-940
-75% -$29.9K ﹤0.01% 417
2013
Q4 		$42K Sell
1,248
-794
-39% -$26K 0.01% 353
2013
Q3 		$63K Buy
+2,042
New +$61.5K 0.03% 212

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Waverly Advisors's AFL Position: Q2 2026 in Review

Waverly Advisors reduced its Aflac (AFL) stake by 11% in Q2 2026, selling an estimated $276K and leaving 19,213 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #667.

Waverly Advisors first reported a position in AFL in Q3 2013 and has held it in 18 quarters since. The position peaked at $2.37M in Q1 2026. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Waverly Advisors held 19,213 shares of Aflac worth $2.25M as of Q2 2026.
  • Waverly Advisors sold 2,401 Aflac shares in Q2 2026, an estimated $276K.
  • Aflac made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #667 holding.
  • Waverly Advisors first reported a position in Aflac in Q3 2013 and has held it in 18 quarters since.
  • Waverly Advisors's Aflac position peaked at $2.37M in Q1 2026.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.