Atria Investments’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.09M | Sell |
9,908
-5,127
| -34% | -$568K | 0.01% | 1009 |
|
|
2025
Q4 | $1.66M | Buy |
15,035
+964
| +7% | +$106K | 0.02% | 812 |
|
|
2025
Q3 | $1.57M | Sell |
14,071
-11,493
| -45% | -$1.21M | 0.02% | 827 |
|
|
2025
Q2 | $2.7M | Sell |
25,564
-5,213
| -17% | -$548K | 0.03% | 602 |
|
|
2025
Q1 | $3.42M | Sell |
30,777
-1,871
| -6% | -$198K | 0.04% | 494 |
|
|
2024
Q4 | $3.38M | Sell |
32,648
-2,525
| -7% | -$275K | 0.04% | 484 |
|
|
2024
Q3 | $3.93M | Sell |
35,173
-2,475
| -7% | -$252K | 0.05% | 429 |
|
|
2024
Q2 | $3.36M | Buy |
37,648
+7,363
| +24% | +$633K | 0.04% | 459 |
|
|
2024
Q1 | $2.6M | Buy |
30,285
+14,098
| +87% | +$1.16M | 0.04% | 554 |
|
|
2023
Q4 | $1.34M | Sell |
16,187
-6,034
| -27% | -$486K | 0.02% | 768 |
|
|
2023
Q3 | $1.71M | Sell |
22,221
-15,636
| -41% | -$1.16M | 0.03% | 635 |
|
|
2023
Q2 | $2.64M | Buy |
37,857
+340
| +0.9% | +$22.8K | 0.05% | 463 |
|
|
2023
Q1 | $2.42M | Buy |
37,517
+2,641
| +8% | +$181K | 0.05% | 472 |
|
|
2022
Q4 | $2.51M | Buy |
34,876
+709
| +2% | +$47.5K | 0.05% | 430 |
|
|
2022
Q3 | $1.92M | Buy |
34,167
+1,109
| +3% | +$65.3K | 0.04% | 497 |
|
|
2022
Q2 | $1.83M | Buy |
33,058
+9,643
| +41% | +$569K | 0.04% | 534 |
|
|
2022
Q1 | $1.51M | Buy |
23,415
+1,705
| +8% | +$107K | 0.03% | 671 |
|
|
2021
Q4 | $1.27M | Sell |
21,710
-4,504
| -17% | -$252K | 0.02% | 735 |
|
|
2021
Q3 | $1.37M | Sell |
26,214
-15,593
| -37% | -$852K | 0.02% | 674 |
|
|
2021
Q2 | $2.24M | Sell |
41,807
-197
| -0.5% | -$10.7K | 0.04% | 459 |
|
|
2021
Q1 | $2.15M | Buy |
42,004
+2,623
| +7% | +$126K | 0.05% | 429 |
|
|
2020
Q4 | $1.75M | Buy |
+39,381
| New | +$1.61M | 0.04% | 461 |
|
|
2020
Q2 | – | Sell |
-19,616
| Closed | -$672K | – | 518 |
|
|
2020
Q1 | $672K | Sell |
19,616
-84,804
| -81% | -$3.88M | 0.05% | 296 |
|
|
2019
Q4 | $5.52M | Buy |
104,420
+16,181
| +18% | +$859K | 0.15% | 148 |
|
|
2019
Q3 | $4.62M | Buy |
88,239
+5,010
| +6% | +$265K | 0.16% | 125 |
|
|
2019
Q2 | $4.37M | Buy |
83,229
+13,830
| +20% | +$713K | 0.16% | 124 |
|
|
2019
Q1 | $3.42M | Buy |
69,399
+1,354
| +2% | +$65.2K | 0.14% | 134 |
|
|
2018
Q4 | $3.1M | Sell |
68,045
-42,694
| -39% | -$1.9M | 0.14% | 117 |
|
|
2018
Q3 | $5.21M | Buy |
110,739
+7,484
| +7% | +$342K | 0.21% | 87 |
|
|
2018
Q2 | $4.44M | Buy |
103,255
+9,439
| +10% | +$424K | 0.2% | 92 |
|
|
2018
Q1 | $4.11M | Buy |
93,816
+312
| +0.3% | +$13.8K | 0.2% | 91 |
|
|
2017
Q4 | $4.1M | Buy |
93,504
+9,256
| +11% | +$395K | 0.2% | 93 |
|
|
2017
Q3 | $3.43M | Buy |
84,248
+4,194
| +5% | +$169K | 0.19% | 102 |
|
|
2017
Q2 | $3.11M | Buy |
80,054
+12,374
| +18% | +$465K | 0.19% | 98 |
|
|
2017
Q1 | $2.45M | Buy |
67,680
+16,312
| +32% | +$578K | 0.16% | 136 |
|
|
2016
Q4 | $1.79M | Buy |
51,368
+1,844
| +4% | +$64.9K | 0.14% | 147 |
|
|
2016
Q3 | $1.78M | Buy |
49,524
+6,852
| +16% | +$249K | 0.16% | 112 |
|
|
2016
Q2 | $1.53M | Buy |
42,672
+5,092
| +14% | +$174K | 0.17% | 105 |
|
|
2016
Q1 | $1.19M | Sell |
37,580
-9,584
| -20% | -$285K | 0.13% | 120 |
|
|
2015
Q4 | $1.34M | Buy |
47,164
+5,888
| +14% | +$183K | 0.15% | 100 |
|
|
2015
Q3 | $1.2M | Sell |
41,276
-17,936
| -30% | -$543K | 0.17% | 93 |
|
|
2015
Q2 | $1.84M | Sell |
59,212
-8,462
| -13% | -$268K | 0.22% | 67 |
|
|
2015
Q1 | $2.17M | Sell |
67,674
-11,560
| -15% | -$353K | 0.25% | 63 |
|
|
2014
Q4 | $2.42M | Buy |
79,234
+54,720
| +223% | +$1.62M | 0.26% | 64 |
|
|
2014
Q3 | $714K | Sell |
24,514
-60,778
| -71% | -$1.85M | 0.07% | 233 |
|
|
2014
Q2 | $2.65M | Buy |
85,292
+62,862
| +280% | +$1.96M | 0.26% | 68 |
|
|
2014
Q1 | $707K | Buy |
22,430
+3,490
| +18% | +$111K | 0.07% | 228 |
|
|
2013
Q4 | $633K | Buy |
18,940
+3,668
| +24% | +$120K | 0.06% | 248 |
|
|
2013
Q3 | $473K | Buy |
15,272
+4,668
| +44% | +$141K | 0.05% | 291 |
|
|
2013
Q2 | $308K | Buy |
+10,604
| New | +$288K | 0.04% | 285 |
|
Other funds holding AFL
JPH
VCM
VPM
Atria Investments's AFL Position: Q1 2026 in Review
Atria Investments reduced its Aflac (AFL) stake by 34% in Q1 2026, selling an estimated $568K and leaving 9,908 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1009.
Atria Investments first reported a position in AFL in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.52M in Q4 2019. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.
- Atria Investments held 9,908 shares of Aflac worth $1.09M as of Q1 2026.
- Atria Investments sold 5,127 Aflac shares in Q1 2026, an estimated $568K.
- Aflac made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1009 holding.
- Atria Investments first reported a position in Aflac in Q2 2013 and has held it in 50 quarters since.
- Atria Investments's Aflac position peaked at $5.52M in Q4 2019.
- 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.