Austin Asset Management’s Aflac AFL Stock Holding History

Austin Asset Management’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	$228K	Hold	2,078	–	–	0.04%	80
2025 Q4	$229K	Hold	2,078	–	–	0.04%	73
2025 Q3	$232K	Hold	2,078	–	–	0.04%	71
2025 Q2	$219K	Sell	2,078 -1	-0%	-$105	0.04%	73
2025 Q1	$231K	Hold	2,079	–	–	0.05%	72
2024 Q4	$215K	Sell	2,079 -13	-0.6%	-$1.42K	0.04%	66
2024 Q3	$234K	Buy	+2,092	New	+$213K	0.05%	65

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

Austin Asset Management's AFL Position: Q1 2026 in Review

Austin Asset Management held its Aflac (AFL) position steady in Q1 2026 at 2,078 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #80.

Austin Asset Management first reported a position in AFL in Q3 2024 and has held it in 7 quarters since. The position peaked at $234K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Austin Asset Management held 2,078 shares of Aflac worth $228K as of Q1 2026.
Austin Asset Management left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.04% of Austin Asset Management's portfolio in Q1 2026, its #80 holding.
Austin Asset Management first reported a position in Aflac in Q3 2024 and has held it in 7 quarters since.
Austin Asset Management's Aflac position peaked at $234K in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Austin Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.