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West Wealth Group’s Aflac AFL Stock Holding History

West Wealth Group’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 		$272K Buy
2,319
+28
+1% +$3.22K 0.04% 125
2026
Q1 		$251K Buy
2,291
+5
+0.2% +$554 0.05% 113
2025
Q4 		$252K Buy
2,286
+14
+0.6% +$1.54K 0.05% 109
2025
Q3 		$249K Buy
2,272
+13
+0.6% +$1.36K 0.06% 108
2025
Q2 		$231K Buy
2,259
+119
+6% +$12.5K 0.06% 103
2025
Q1 		$241K Buy
2,140
+15
+0.7% +$1.59K 0.07% 86
2024
Q4 		$220K Buy
+2,125
New +$232K 0.07% 88

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

West Wealth Group's AFL Position: Q2 2026 in Review

West Wealth Group increased its Aflac (AFL) stake by 1.2% in Q2 2026, buying an estimated $3.22K and bringing the position to 2,319 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #125.

West Wealth Group first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • West Wealth Group held 2,319 shares of Aflac worth $272K as of Q2 2026.
  • West Wealth Group bought 28 Aflac shares in Q2 2026, an estimated $3.22K.
  • Aflac made up 0.04% of West Wealth Group's portfolio in Q2 2026, its #125 holding.
  • West Wealth Group first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
  • 1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.