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Yoffe Investment Management’s Aflac AFL Stock Holding History

Yoffe Investment Management’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 		$527K Hold
4,496
– – 0.6% 60
2026
Q1 		$493K Hold
4,496
– – 0.63% 61
2025
Q4 		$496K Hold
4,496
– – 0.63% 60
2025
Q3 		$502K Hold
4,496
– – 0.65% 60
2025
Q2 		$474K Hold
4,496
– – 0.65% 58
2025
Q1 		$500K Hold
4,496
– – 0.73% 49
2024
Q4 		$465K Buy
+4,496
New +$490K 0.69% 50

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Yoffe Investment Management's AFL Position: Q2 2026 in Review

Yoffe Investment Management held its Aflac (AFL) position steady in Q2 2026 at 4,496 shares worth $527K. The position accounts for 0.6% of the portfolio, ranked #60.

Yoffe Investment Management first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. 567 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Yoffe Investment Management held 4,496 shares of Aflac worth $527K as of Q2 2026.
  • Yoffe Investment Management left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.6% of Yoffe Investment Management's portfolio in Q2 2026, its #60 holding.
  • Yoffe Investment Management first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
  • 567 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.