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XML Financial’s Aflac AFL Stock Holding History

XML Financial’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 		$217K Hold
1,850
– – 0.02% 425
2026
Q1 		$203K Sell
1,850
-5
-0.3% -$554 0.02% 402
2025
Q4 		$205K Buy
1,855
+5
+0.3% +$551 0.02% 421
2025
Q3 		$207K Buy
+1,850
New +$194K 0.02% 369
2025
Q2 		– Sell
-1,850
Closed -$206K – 395
2025
Q1 		$206K Buy
+1,850
New +$196K 0.02% 333
2024
Q4 		– Sell
-1,855
Closed -$207K – 360
2024
Q3 		$207K Buy
+1,855
New +$189K 0.02% 325

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

XML Financial's AFL Position: Q2 2026 in Review

XML Financial held its Aflac (AFL) position steady in Q2 2026 at 1,850 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #425.

XML Financial first reported a position in AFL in Q3 2024 and has held it in 6 quarters since. 1,692 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • XML Financial held 1,850 shares of Aflac worth $217K as of Q2 2026.
  • XML Financial left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.02% of XML Financial's portfolio in Q2 2026, its #425 holding.
  • XML Financial first reported a position in Aflac in Q3 2024 and has held it in 6 quarters since.
  • 1,692 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.