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Adapt Wealth Advisors’s Aflac AFL Stock Holding History

Adapt Wealth Advisors’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
Q1 		$843K Buy
7,680
+33
+0.4% +$3.66K 0.31% 46
2025
Q4 		$843K Buy
7,647
+24
+0.3% +$2.64K 0.29% 48
2025
Q3 		$852K Sell
7,623
-733
-9% -$77K 0.31% 49
2025
Q2 		$881K Buy
8,356
+32
+0.4% +$3.36K 0.39% 31
2025
Q1 		$926K Buy
8,324
+30
+0.4% +$3.18K 0.45% 31
2024
Q4 		$858K Sell
8,294
-287
-3% -$31.3K 0.42% 36
2024
Q3 		$959K Buy
8,581
+1,800
+27% +$183K 0.51% 32
2024
Q2 		$606K Buy
6,781
+1,108
+20% +$95.3K 0.38% 41
2024
Q1 		$487K Buy
+5,673
New +$465K 0.35% 36

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Adapt Wealth Advisors's AFL Position: Q1 2026 in Review

Adapt Wealth Advisors increased its Aflac (AFL) stake by 0.43% in Q1 2026, buying an estimated $3.66K and bringing the position to 7,680 shares worth $843K. The position accounts for 0.31% of the portfolio, ranked #46.

Adapt Wealth Advisors first reported a position in AFL in Q1 2024 and has held it in 9 quarters since. The position peaked at $959K in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Adapt Wealth Advisors held 7,680 shares of Aflac worth $843K as of Q1 2026.
  • Adapt Wealth Advisors bought 33 Aflac shares in Q1 2026, an estimated $3.66K.
  • Aflac made up 0.31% of Adapt Wealth Advisors's portfolio in Q1 2026, its #46 holding.
  • Adapt Wealth Advisors first reported a position in Aflac in Q1 2024 and has held it in 9 quarters since.
  • Adapt Wealth Advisors's Aflac position peaked at $959K in Q3 2024.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.