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Wealthspire Advisors (New York)’s Aflac AFL Stock Holding History

Wealthspire Advisors (New York)’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 		$1.55M Buy
13,203
+2,904
+28% +$334K 0.01% 473
2026
Q1 		$1.13M Sell
10,299
-4,282
-29% -$475K 0.01% 384
2025
Q4 		$1.61M Buy
14,581
+3,759
+35% +$414K 0.01% 335
2025
Q3 		$1.21M Sell
10,822
-294
-3% -$30.9K 0.01% 352
2025
Q2 		$1.17M Buy
11,116
+268
+2% +$28.2K 0.01% 355
2025
Q1 		$1.21M Buy
10,848
+118
+1% +$12.5K 0.01% 348
2024
Q4 		$1.11M Buy
10,730
+247
+2% +$26.9K 0.01% 350
2024
Q3 		$1.17M Sell
10,483
-2,890
-22% -$294K 0.01% 344
2024
Q2 		$1.19M Sell
13,373
-491
-4% -$42.2K 0.02% 288
2024
Q1 		$1.19M Buy
13,864
+227
+2% +$18.6K 0.02% 287
2023
Q4 		$1.13M Buy
13,637
+166
+1% +$13.4K 0.02% 291
2023
Q3 		$1.03M Buy
13,471
+982
+8% +$72.9K 0.02% 276
2023
Q2 		$872K Buy
12,489
+4
+0% +$268 0.01% 272
2023
Q1 		$806K Sell
12,485
-1,952
-14% -$134K 0.01% 285
2022
Q4 		$1.04M Buy
14,437
+1,028
+8% +$68.8K 0.02% 256
2022
Q3 		$754K Sell
13,409
-647
-5% -$38.1K 0.02% 271
2022
Q2 		$778K Buy
14,056
+587
+4% +$34.6K 0.02% 245
2022
Q1 		$867K Sell
13,469
-2,451
-15% -$153K 0.02% 205
2021
Q4 		$930K Sell
15,920
-12
-0.1% -$672 0.02% 239
2021
Q3 		$831K Buy
15,932
+2,369
+17% +$130K 0.02% 278
2021
Q2 		$728K Sell
13,563
-6,298
-32% -$343K 0.02% 189
2021
Q1 		$1.02M Buy
19,861
+542
+3% +$26K 0.02% 266
2020
Q4 		$859K Buy
+19,319
New +$791K 0.03% 224
2020
Q2 		– Sell
-20,213
Closed -$692K – 289
2020
Q1 		$692K Buy
+20,213
New +$924K 0.03% 250
2019
Q1 		– Sell
-526
Closed -$24K – 66
2018
Q4 		$24K Buy
+526
New +$23.4K ﹤0.01% 298

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

Wealthspire Advisors (New York)'s AFL Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Aflac (AFL) stake by 28% in Q2 2026, buying an estimated $334K and bringing the position to 13,203 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #473.

Wealthspire Advisors (New York) first reported a position in AFL in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.61M in Q4 2025. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Wealthspire Advisors (New York) held 13,203 shares of Aflac worth $1.55M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 2,904 Aflac shares in Q2 2026, an estimated $334K.
  • Aflac made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #473 holding.
  • Wealthspire Advisors (New York) first reported a position in Aflac in Q4 2018 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s Aflac position peaked at $1.61M in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.