Destination Wealth Management

SEC CIK: 0001278573
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

AFL holding history

Aflac Inc in every 13F filed by Destination Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFL overview All 13F holders of AFL Full Q2 2026 holdings

Shares (Q2 2026): 236,154
Value: $27.7M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of AFL by Destination Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	236,154	$27.7M	0.6%	−530−0.2%	Reduced	Holders
Q1 2026	236,684	$26.0M	0.7%	+1,983+0.8%	Added	Holders
Q4 2025	234,701	$25.9M	0.7%	+401+0.2%	Added	Holders
Q3 2025	234,300	$26.2M	0.7%	+2,092+0.9%	Added	Holders
Q2 2025	232,208	$24.5M	0.7%	−4,130−1.7%	Reduced	Holders
Q1 2025	236,338	$26.3M	0.8%	−2,985−1.2%	Reduced	Holders
Q4 2024	239,323	$24.8M	0.8%	−6,630−2.7%	Reduced	Holders
Q3 2024	245,953	$27.5M	0.9%	−6,571−2.6%	Reduced	Holders
Q2 2024	252,524	$22.6M	0.7%	−6,189−2.4%	Reduced	Holders
Q1 2024	258,713	$22.2M	0.7%	−2,946−1.1%	Reduced	Holders
Q4 2023	261,659	$21.6M	0.7%	−6,972−2.6%	Reduced	Holders
Q3 2023	268,631	$20.6M	0.8%	−11,161−4.0%	Reduced	Holders
Q2 2023	279,792	$19.5M	0.7%	−5,675−2.0%	Reduced	Holders
Q1 2023	285,467	$18.4M	0.7%	−11,562−3.9%	Reduced	Holders
Q4 2022	297,029	$21.4M	0.9%	−16,757−5.3%	Reduced	Holders
Q3 2022	313,786	$17.6M	0.7%	−8,396−2.6%	Reduced	Holders
Q2 2022	322,182	$17.8M	0.7%	−6,333−1.9%	Reduced	Holders
Q1 2022	328,515	$21.2M	0.8%	−7,807−2.3%	Reduced	Holders
Q4 2021	336,322	$19.6M	0.7%	+2,082+0.6%	Added	Holders
Q3 2021	334,240	$17.4M	0.7%	+4,104+1.2%	Added	Holders
Q2 2021	330,136	$17.7M	0.7%	+1,831+0.6%	Added	Holders
Q1 2021	328,305	$16.8M	0.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.