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Allium Financial Advisors’s Aflac AFL Stock Holding History

Allium Financial 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 		$273K Hold
2,492
– – 0.22% 61
2025
Q4 		$275K Sell
2,492
-10
-0.4% -$1.1K 0.22% 58
2025
Q3 		$279K Hold
2,502
– – 0.23% 59
2025
Q2 		$264K Hold
2,502
– – 0.23% 68
2025
Q1 		$278K Buy
+2,502
New +$265K 0.25% 58

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

Allium Financial Advisors's AFL Position: Q1 2026 in Review

Allium Financial Advisors held its Aflac (AFL) position steady in Q1 2026 at 2,492 shares worth $273K. The position accounts for 0.22% of the portfolio, ranked #61.

Allium Financial Advisors first reported a position in AFL in Q1 2025 and has held it in 5 quarters since. The position peaked at $279K in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Allium Financial Advisors held 2,492 shares of Aflac worth $273K as of Q1 2026.
  • Allium Financial Advisors left its Aflac share count unchanged in Q1 2026.
  • Aflac made up 0.22% of Allium Financial Advisors's portfolio in Q1 2026, its #61 holding.
  • Allium Financial Advisors first reported a position in Aflac in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Aflac position peaked at $279K in Q3 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.