ZEGA Investments’s Aflac AFL Stock Holding History

ZEGA Investments’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	$6.96M	Hold	59,400	–	–	0.72%	25
2026 Q1	$6.52M	Hold	59,400	–	–	0.73%	24
2025 Q4	$6.55M	Hold	59,400	–	–	0.77%	26
2025 Q3	$6.63M	Hold	59,400	–	–	0.89%	22
2025 Q2	$6.26M	Buy	+59,400	New	+$6.24M	0.86%	20

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

ZEGA Investments's AFL Position: Q2 2026 in Review

ZEGA Investments increased its Aflac (AFL) stake by 0.03% in Q2 2026, buying an estimated $2.42K and bringing the position to 68,087 shares worth $7.98M. The position accounts for 0.82% of the portfolio, ranked #22.

ZEGA Investments first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. 911 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

ZEGA Investments held 68,087 shares of Aflac worth $7.98M as of Q2 2026.
ZEGA Investments bought 21 Aflac shares in Q2 2026, an estimated $2.42K.
Aflac made up 0.82% of ZEGA Investments's portfolio in Q2 2026, its #22 holding.
ZEGA Investments first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
911 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.