AWM
AFL icon

AE Wealth Management’s Aflac AFL Stock Holding History

AE Wealth 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
Q1 		$1.85M Sell
16,862
-1,042
-6% -$115K 0.01% 672
2025
Q4 		$1.97M Sell
17,904
-271,490
-94% -$29.9M 0.01% 606
2025
Q3 		$32.3M Sell
289,394
-8,739
-3% -$918K 0.21% 110
2025
Q2 		$31.4M Buy
298,133
+13,114
+5% +$1.38M 0.23% 104
2025
Q1 		$31.7M Buy
285,019
+3,011
+1% +$319K 0.27% 91
2024
Q4 		$29.2M Buy
282,008
+12,869
+5% +$1.4M 0.25% 95
2024
Q3 		$30.1M Buy
269,139
+36,166
+16% +$3.68M 0.27% 93
2024
Q2 		$20.8M Buy
232,973
+21,141
+10% +$1.82M 0.21% 116
2024
Q1 		$18.2M Buy
211,832
+18,222
+9% +$1.49M 0.21% 133
2023
Q4 		$16.5M Buy
193,610
+40,359
+26% +$3.25M 0.08% 276
2023
Q3 		$11.8M Buy
153,251
+4,795
+3% +$356K 0.07% 340
2023
Q2 		$10.4M Buy
148,456
+107,469
+262% +$7.19M 0.06% 359
2023
Q1 		$2.64M Buy
40,987
+5,541
+16% +$379K 0.02% 698
2022
Q4 		$2.55M Buy
35,446
+2,430
+7% +$163K 0.02% 661
2022
Q3 		$1.86M Buy
33,016
+17,976
+120% +$1.06M 0.01% 724
2022
Q2 		$832K Sell
15,040
-1,986
-12% -$117K 0.01% 956
2022
Q1 		$1.1M Buy
17,026
+845
+5% +$52.9K 0.01% 888
2021
Q4 		$945K Buy
16,181
+262
+2% +$14.7K 0.01% 943
2021
Q3 		$830K Sell
15,919
-39,987
-72% -$2.19M 0.01% 930
2021
Q2 		$3M Buy
55,906
+43,184
+339% +$2.35M 0.03% 509
2021
Q1 		$651K Buy
12,722
+1,313
+12% +$63K 0.01% 914
2020
Q4 		$507K Sell
11,409
-19,463
-63% -$797K 0.01% 954
2020
Q3 		$1.12M Sell
30,872
-151
-0.5% -$5.5K 0.02% 607
2020
Q2 		$1.12M Buy
31,023
+840
+3% +$30.3K 0.02% 586
2020
Q1 		$1.03M Sell
30,183
-615
-2% -$28.1K 0.02% 477
2019
Q4 		$1.63M Buy
30,798
+19,927
+183% +$1.06M 0.04% 398
2019
Q3 		$569K Buy
10,871
+5,115
+89% +$270K 0.02% 581
2019
Q2 		$315K Buy
5,756
+1,751
+44% +$90.3K 0.01% 731
2019
Q1 		$200K Buy
+4,005
New +$193K 0.01% 595

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

AE Wealth Management's AFL Position: Q1 2026 in Review

AE Wealth Management reduced its Aflac (AFL) stake by 5.8% in Q1 2026, selling an estimated $115K and leaving 16,862 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #672.

AE Wealth Management first reported a position in AFL in Q1 2019 and has held it in 29 quarters since. The position peaked at $32.3M in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • AE Wealth Management held 16,862 shares of Aflac worth $1.85M as of Q1 2026.
  • AE Wealth Management sold 1,042 Aflac shares in Q1 2026, an estimated $115K.
  • Aflac made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #672 holding.
  • AE Wealth Management first reported a position in Aflac in Q1 2019 and has held it in 29 quarters since.
  • AE Wealth Management's Aflac position peaked at $32.3M in Q3 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.