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Wealth Enhancement Trust Services’s Aflac AFL Stock Holding History

Wealth Enhancement Trust Services’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 		$112K Sell
959
-85
-8% -$9.79K 0.01% 351
2026
Q1 		$115K Sell
1,044
-322
-24% -$35.7K 0.01% 328
2025
Q4 		$151K Buy
+1,366
New +$150K 0.02% 292

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealth Enhancement Trust Services's AFL Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Aflac (AFL) stake by 8.1% in Q2 2026, selling an estimated $9.79K and leaving 959 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #351.

Wealth Enhancement Trust Services first reported a position in AFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $151K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Wealth Enhancement Trust Services held 959 shares of Aflac worth $112K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 85 Aflac shares in Q2 2026, an estimated $9.79K.
  • Aflac made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #351 holding.
  • Wealth Enhancement Trust Services first reported a position in Aflac in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Aflac position peaked at $151K in Q4 2025.
  • 1,345 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.