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Wilkerson Advisory Group’s Aflac AFL Stock Holding History

Wilkerson Advisory 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 		$78K Sell
665
-20
-3% -$2.3K 0.02% 182
2026
Q1 		$75.2K Sell
685
-3,490
-84% -$387K 0.03% 175
2025
Q4 		$460K Buy
+4,175
New +$460K 0.16% 66

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

Wilkerson Advisory Group's AFL Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Aflac (AFL) stake by 2.9% in Q2 2026, selling an estimated $2.3K and leaving 665 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #182.

Wilkerson Advisory Group first reported a position in AFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $460K in Q4 2025. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Wilkerson Advisory Group held 665 shares of Aflac worth $78K as of Q2 2026.
  • Wilkerson Advisory Group sold 20 Aflac shares in Q2 2026, an estimated $2.3K.
  • Aflac made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #182 holding.
  • Wilkerson Advisory Group first reported a position in Aflac in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Aflac position peaked at $460K in Q4 2025.
  • 1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.