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Whipplewood Advisors’s Aflac AFL Stock Holding History

Whipplewood 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 		$3.63K Sell
31
-200
-87% -$23K ﹤0.01% 357
2026
Q1 		$25.3K Buy
+231
New +$25.6K 0.01% 356
2025
Q3 		– Sell
-244
Closed -$25.7K – 316
2025
Q2 		$25.7K Buy
244
+229
+1,527% +$24.1K 0.01% 419
2025
Q1 		$27.1K Sell
15
-234
-94% -$24.8K 0.02% 394
2024
Q4 		$25.8K Buy
+249
New +$27.2K 0.01% 405

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

Whipplewood Advisors's AFL Position: Q2 2026 in Review

Whipplewood Advisors reduced its Aflac (AFL) stake by 87% in Q2 2026, selling an estimated $23K and leaving 31 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Whipplewood Advisors first reported a position in AFL in Q4 2024 and has held it in 5 quarters since. The position peaked at $27.1K in Q1 2025. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Whipplewood Advisors held 31 shares of Aflac worth $3.63K as of Q2 2026.
  • Whipplewood Advisors sold 200 Aflac shares in Q2 2026, an estimated $23K.
  • Aflac made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #357 holding.
  • Whipplewood Advisors first reported a position in Aflac in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Aflac position peaked at $27.1K in Q1 2025.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.