Addison Advisors’s Aflac AFL Stock Holding History

Addison 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	$217K	Hold	1,979	–	–	0.05%	213
2025 Q4	$218K	Hold	1,979	–	–	0.05%	208
2025 Q3	$221K	Hold	1,979	–	–	0.05%	208
2025 Q2	$209K	Hold	1,979	–	–	0.05%	214
2025 Q1	$220K	Hold	1,979	–	–	0.06%	190
2024 Q4	$205K	Hold	1,979	–	–	0.06%	204
2024 Q3	$221K	Hold	1,979	–	–	0.06%	198
2024 Q2	$177K	Buy	1,979 +25	+1%	+$2.15K	0.06%	217
2024 Q1	$168K	Hold	1,954	–	–	0.06%	216
2023 Q4	$161K	Hold	1,954	–	–	0.06%	207
2023 Q3	$150K	Hold	1,954	–	–	0.07%	191
2023 Q2	$136K	Hold	1,954	–	–	0.07%	204
2023 Q1	$126K	Sell	1,954 -7	-0.4%	-$479	0.07%	191
2022 Q4	$141K	Hold	1,961	–	–	0.08%	160
2022 Q3	$110K	Hold	1,961	–	–	0.07%	178
2022 Q2	$109K	Buy	1,961 +1	+0.1%	+$59	0.07%	178
2022 Q1	$126K	Buy	1,960 +666	+51%	+$41.7K	0.07%	186
2021 Q4	$76K	Buy	1,294 +672	+108%	+$37.7K	0.05%	209
2021 Q3	$32K	Hold	622	–	–	0.03%	219
2021 Q2	$33K	Buy	+622	New	+$33.9K	0.03%	217
2020 Q4	$28K	Buy	+622	New	+$25.5K	0.03%	224

Other funds holding AFL

JPH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Addison Advisors's AFL Position: Q1 2026 in Review

Addison Advisors held its Aflac (AFL) position steady in Q1 2026 at 1,979 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #213.

Addison Advisors first reported a position in AFL in Q4 2020 and has held it in 21 quarters since. The position peaked at $221K in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Addison Advisors held 1,979 shares of Aflac worth $217K as of Q1 2026.
Addison Advisors left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.05% of Addison Advisors's portfolio in Q1 2026, its #213 holding.
Addison Advisors first reported a position in Aflac in Q4 2020 and has held it in 21 quarters since.
Addison Advisors's Aflac position peaked at $221K in Q3 2024.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.