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Allen Mooney & Barnes Investment Advisors’s Aflac AFL Stock Holding History

Allen Mooney & Barnes Investment 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
Q3 		$6.81M Buy
60,891
+21
+0% +$2.52K 1.01% 35
2026
Q2 		$7.14M Sell
60,870
-6,090
-9% -$701K 1.09% 34
2026
Q1 		$7.35M Buy
66,960
+370
+0.6% +$41K 1.06% 38
2025
Q4 		$7.34M Buy
66,590
+1,103
+2% +$122K 1.11% 33
2025
Q3 		$7.31M Sell
65,487
-469
-0.7% -$49.3K 1.14% 33
2025
Q2 		$6.96M Buy
65,956
+415
+0.6% +$43.6K 1.14% 31
2025
Q1 		$7.29M Buy
65,541
+1,151
+2% +$122K 1.19% 33
2024
Q4 		$6.66M Buy
64,390
+42
+0.1% +$4.58K 1.12% 32
2024
Q3 		$7.19M Sell
64,348
-12,141
-16% -$1.23M 1.22% 31
2024
Q2 		$6.83M Sell
76,489
-89,164
-54% -$7.67M 1.22% 31
2024
Q1 		$13.2M Buy
165,653
+90
+0.1% +$7.38K 2.53% 10
2023
Q4 		$13.7M Buy
165,563
+6,707
+4% +$540K 2.6% 8
2023
Q3 		$12.2M Buy
158,856
+3,815
+2% +$283K 2.6% 10
2023
Q2 		$10.8M Buy
155,041
+107,400
+225% +$7.19M 2.4% 13
2023
Q1 		$3.07M Sell
47,641
-197
-0.4% -$13.5K 0.74% 39
2022
Q4 		$3.44M Buy
47,838
+94
+0.2% +$6.29K 0.83% 37
2022
Q3 		$2.68M Sell
47,744
-1,489
-3% -$87.6K 0.72% 40
2022
Q2 		$2.72M Sell
49,233
-2,417
-5% -$143K 0.7% 41
2022
Q1 		$3.33M Buy
+51,650
New +$3.23M 0.74% 43

Other funds holding AFL

DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Allen Mooney & Barnes Investment Advisors's AFL Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Aflac (AFL) stake by 0.03% in Q3 2026, buying an estimated $2.52K and bringing the position to 60,891 shares worth $6.81M. The position accounts for 1.01% of the portfolio, ranked #35.

Allen Mooney & Barnes Investment Advisors first reported a position in AFL in Q1 2022 and has held it in 19 quarters since. The position peaked at $13.7M in Q4 2023. 64 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 60,891 shares of Aflac worth $6.81M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 21 Aflac shares in Q3 2026, an estimated $2.52K.
  • Aflac made up 1.01% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #35 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Aflac in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Aflac position peaked at $13.7M in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.