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Allworth Financial’s Aflac AFL Stock Holding History

Allworth Financial’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 		$3.96M Sell
36,110
-73
-0.2% -$8.09K 0.02% 399
2025
Q4 		$3.99M Buy
36,183
+398
+1% +$43.8K 0.02% 396
2025
Q3 		$4M Sell
35,785
-368
-1% -$38.7K 0.02% 362
2025
Q2 		$3.81M Buy
36,153
+6,979
+24% +$733K 0.02% 352
2025
Q1 		$3.18M Sell
29,174
-2,227
-7% -$236K 0.02% 329
2024
Q4 		$3.28M Sell
31,401
-145
-0.5% -$15.8K 0.02% 324
2024
Q3 		$3.53M Buy
31,546
+2,952
+10% +$300K 0.02% 246
2024
Q2 		$2.66M Buy
28,594
+9,696
+51% +$834K 0.02% 282
2024
Q1 		$1.62M Sell
18,898
-334
-2% -$27.4K 0.01% 341
2023
Q4 		$1.59M Buy
19,232
+217
+1% +$17.5K 0.01% 342
2023
Q3 		$1.46M Buy
19,015
+1,050
+6% +$77.9K 0.01% 323
2023
Q2 		$1.25M Buy
17,965
+857
+5% +$57.4K 0.01% 348
2023
Q1 		$1.1M Buy
17,108
+718
+4% +$49.2K 0.01% 344
2022
Q4 		$1.18M Sell
16,390
-771
-4% -$51.6K 0.01% 322
2022
Q3 		$964K Buy
17,161
+2,126
+14% +$125K 0.01% 332
2022
Q2 		$832K Buy
15,035
+12,635
+526% +$746K 0.01% 334
2022
Q1 		$155K Buy
2,400
+93
+4% +$5.82K ﹤0.01% 607
2021
Q4 		$135K Buy
2,307
+214
+10% +$12K ﹤0.01% 617
2021
Q3 		$109K Buy
2,093
+338
+19% +$18.5K ﹤0.01% 596
2021
Q2 		$94K Buy
1,755
+82
+5% +$4.47K ﹤0.01% 483
2021
Q1 		$86K Hold
1,673
– – ﹤0.01% 470
2020
Q4 		$74K Hold
1,673
– – ﹤0.01% 404
2020
Q3 		$61K Hold
1,673
– – ﹤0.01% 388
2020
Q2 		$60K Sell
1,673
-286
-15% -$10.3K ﹤0.01% 383
2020
Q1 		$67K Buy
1,959
+1
+0.1% +$46 ﹤0.01% 361
2019
Q4 		$104K Buy
1,958
+2
+0.1% +$106 ﹤0.01% 275
2019
Q3 		$102K Buy
1,956
+1
+0.1% +$53 ﹤0.01% 234
2019
Q2 		$107K Buy
1,955
+2
+0.1% +$103 ﹤0.01% 225
2019
Q1 		$98K Buy
1,953
+282
+17% +$13.6K ﹤0.01% 235
2018
Q4 		$76K Buy
1,671
+2
+0.1% +$89 ﹤0.01% 242
2018
Q3 		$79K Buy
1,669
+129
+8% +$5.9K ﹤0.01% 233
2018
Q2 		$66K Buy
1,540
+2
+0.1% +$90 ﹤0.01% 243
2018
Q1 		$67K Buy
1,538
+2
+0.1% +$89 0.01% 213
2017
Q4 		$67K Buy
1,536
+2
+0.1% +$85 0.01% 209
2017
Q3 		$62K Buy
1,534
+2
+0.1% +$81 0.01% 212
2017
Q2 		$59K Buy
1,532
+4
+0.3% +$150 0.01% 229
2017
Q1 		$55K Sell
1,528
-598
-28% -$21.2K 0.01% 218
2016
Q4 		$74K Buy
2,126
+2
+0.1% +$70 0.01% 178
2016
Q3 		$76K Sell
2,124
-60
-3% -$2.18K 0.01% 174
2016
Q2 		$79K Buy
2,184
+610
+39% +$20.8K 0.01% 166
2016
Q1 		$50K Sell
1,574
-2
-0.1% -$59 0.01% 210
2015
Q4 		$47K Buy
1,576
+604
+62% +$18.8K 0.01% 213
2015
Q3 		$28K Buy
972
+138
+17% +$4.18K 0.01% 271
2015
Q2 		$26K Buy
834
+2
+0.2% +$63 0.01% 271
2015
Q1 		$27K Buy
+832
New +$25.4K 0.01% 267

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

Allworth Financial's AFL Position: Q1 2026 in Review

Allworth Financial reduced its Aflac (AFL) stake by 0.2% in Q1 2026, selling an estimated $8.09K and leaving 36,110 shares worth $3.96M. The position accounts for 0.02% of the portfolio, ranked #399.

Allworth Financial first reported a position in AFL in Q1 2015 and has held it in 45 quarters since. The position peaked at $4M in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Allworth Financial held 36,110 shares of Aflac worth $3.96M as of Q1 2026.
  • Allworth Financial sold 73 Aflac shares in Q1 2026, an estimated $8.09K.
  • Aflac made up 0.02% of Allworth Financial's portfolio in Q1 2026, its #399 holding.
  • Allworth Financial first reported a position in Aflac in Q1 2015 and has held it in 45 quarters since.
  • Allworth Financial's Aflac position peaked at $4M in Q3 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.