Arkadios Wealth Advisors’s Aflac AFL Stock Holding History

Arkadios Wealth 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	$1.28M	Buy	11,682 +2,952	+34%	+$327K	0.02%	679
2025 Q4	$963K	Buy	8,730 +6,673	+324%	+$735K	0.02%	720
2025 Q3	$230K	Buy	+2,057	New	+$216K	0.01%	1297
2024 Q4	–	Sell	-3,002	Closed	-$336K	–	942
2024 Q3	$336K	Buy	3,002 +239	+9%	+$24.3K	0.02%	671
2024 Q2	$247K	Buy	+2,763	New	+$238K	0.02%	700
2024 Q1	–	Sell	-5,354	Closed	-$442K	–	733
2023 Q4	$442K	Buy	+5,354	New	+$431K	0.04%	400
2021 Q4	–	Sell	-752	Closed	-$39K	–	601
2021 Q3	$39K	Buy	752 +1	+0.1%	+$55	0.01%	959
2021 Q2	$40K	Sell	751 -217	-22%	-$11.8K	﹤0.01%	996
2021 Q1	$49K	Buy	968 +440	+83%	+$21.1K	0.01%	696
2020 Q4	$23K	Sell	528 -7	-1%	-$287	﹤0.01%	710
2020 Q3	$19.9K	Sell	535 -35	-6%	-$1.27K	0.01%	602
2020 Q2	$20.3K	Sell	570 -239	-30%	-$8.63K	0.01%	539
2020 Q1	$27.7K	Buy	809 +11	+1%	+$503	0.02%	427
2019 Q4	$41.9K	Buy	+798	New	+$42.4K	0.03%	336

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arkadios Wealth Advisors's AFL Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Aflac (AFL) stake by 34% in Q1 2026, buying an estimated $327K and bringing the position to 11,682 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #679.

Arkadios Wealth Advisors first reported a position in AFL in Q4 2019 and has held it in 14 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Arkadios Wealth Advisors held 11,682 shares of Aflac worth $1.28M as of Q1 2026.
Arkadios Wealth Advisors bought 2,952 Aflac shares in Q1 2026, an estimated $327K.
Aflac made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #679 holding.
Arkadios Wealth Advisors first reported a position in Aflac in Q4 2019 and has held it in 14 quarters since.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.