WBI Investments’s Aflac AFL Stock Holding History

WBI Investments’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	$1.23M	Buy	+10,528	New	+$1.21M	0.31%	89
2026 Q1	–	Sell	-11,801	Closed	-$1.3M	–	285
2025 Q4	$1.3M	Buy	+11,801	New	+$1.3M	0.34%	70
2025 Q2	–	Sell	-27,484	Closed	-$3.06M	–	272
2025 Q1	$3.06M	Buy	+27,484	New	+$2.92M	0.8%	25
2024 Q4	–	Sell	-15,450	Closed	-$1.73M	–	203
2024 Q3	$1.73M	Buy	15,450 +11,625	+304%	+$1.18M	0.41%	68
2024 Q2	$342K	Buy	+3,825	New	+$329K	0.08%	139
2023 Q4	–	Sell	-22,392	Closed	-$1.72M	–	194
2023 Q3	$1.72M	Buy	+22,392	New	+$1.66M	0.35%	82
2023 Q1	–	Sell	-11,909	Closed	-$857K	–	180
2022 Q4	$857K	Buy	+11,909	New	+$797K	0.18%	111
2022 Q1	–	Sell	-46,713	Closed	-$2.59M	–	181
2021 Q4	$2.59M	Buy	+46,713	New	+$2.62M	0.42%	66
2018 Q4	–	Sell	-36,080	Closed	-$1.7M	–	90
2018 Q3	$1.7M	Sell	36,080 -17,445	-33%	-$798K	0.09%	158
2018 Q2	$2.3M	Buy	+53,525	New	+$2.4M	0.12%	113
2017 Q4	–	Sell	-422,112	Closed	-$17.2M	–	278
2017 Q3	$17.2M	Sell	422,112 -94,016	-18%	-$3.79M	0.76%	34
2017 Q2	$20M	Sell	516,128 -215,136	-29%	-$8.08M	0.87%	27
2017 Q1	$26.5M	Sell	731,264 -63,034	-8%	-$2.23M	1.17%	21
2016 Q4	$27.6M	Buy	+794,298	New	+$28M	1.19%	20
2015 Q2	–	Sell	-350,074	Closed	-$11.2M	–	218
2015 Q1	$11.2M	Sell	350,074 -73,872	-17%	-$2.25M	0.27%	77
2014 Q4	$12.9M	Buy	+423,946	New	+$12.5M	0.35%	61

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WBI Investments's AFL Position: Q2 2026 in Review

WBI Investments opened a new position in Aflac (AFL) in Q2 2026: 10,528 shares worth $1.23M. The stake represents 0.31% of the portfolio and ranks #89 among its holdings. This is a return to the name: WBI Investments previously reported a position in AFL as recently as Q4 2025.

WBI Investments first reported a position in AFL in Q4 2014 and has held it in 16 quarters since. The position peaked at $27.6M in Q4 2016. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

WBI Investments held 10,528 shares of Aflac worth $1.23M as of Q2 2026.
Aflac was a new WBI Investments position in Q2 2026.
Aflac made up 0.31% of WBI Investments's portfolio in Q2 2026, its #89 holding.
WBI Investments first reported a position in Aflac in Q4 2014 and has held it in 16 quarters since.
WBI Investments's Aflac position peaked at $27.6M in Q4 2016.
1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.