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Apella Capital’s Aflac AFL Stock Holding History

Apella Capital’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 		$554K Buy
4,916
+762
+18% +$91.4K 0.01% 490
2026
Q2 		$505K Buy
4,154
+110
+3% +$12.7K 0.01% 473
2026
Q1 		$463K Buy
4,044
+1,498
+59% +$166K 0.01% 474
2025
Q4 		$281K Buy
2,546
+9
+0.4% +$991 0.01% 456
2025
Q3 		$271K Buy
+2,537
New +$266K 0.01% 408

Other funds holding AFL

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
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
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 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

Apella Capital's AFL Position: Q3 2026 in Review

Apella Capital increased its Aflac (AFL) stake by 18% in Q3 2026, buying an estimated $91.4K and bringing the position to 4,916 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #490.

Apella Capital first reported a position in AFL in Q3 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Apella Capital held 4,916 shares of Aflac worth $554K as of Q3 2026.
  • Apella Capital bought 762 Aflac shares in Q3 2026, an estimated $91.4K.
  • Aflac made up 0.01% of Apella Capital's portfolio in Q3 2026, its #490 holding.
  • Apella Capital first reported a position in Aflac in Q3 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.