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Axxcess Wealth Management’s Aflac AFL Stock Holding History

Axxcess Wealth 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 		– Sell
-10,433
Closed -$1.15M – 390
2025
Q4 		$1.15M Buy
10,433
+8,164
+360% +$899K 0.02% 483
2025
Q3 		$253K Sell
2,269
-453
-17% -$47.6K 0.01% 813
2025
Q2 		$287K Sell
2,722
-10
-0.4% -$1.05K 0.01% 725
2025
Q1 		$304K Sell
2,732
-256
-9% -$27.2K 0.01% 679
2024
Q4 		$309K Sell
2,988
-3,155
-51% -$344K 0.01% 663
2024
Q3 		$687K Buy
6,143
+3,007
+96% +$306K 0.02% 482
2024
Q2 		$280K Sell
3,136
-460
-13% -$39.5K 0.01% 674
2024
Q1 		$309K Sell
3,596
-3,996
-53% -$328K 0.01% 656
2023
Q4 		$626K Buy
7,592
+3,081
+68% +$248K 0.02% 463
2023
Q3 		$346K Buy
+4,511
New +$335K 0.01% 563
2023
Q2 		– Sell
-5,289
Closed -$341K – 591
2023
Q1 		$341K Buy
+5,289
New +$362K 0.03% 451
2022
Q4 		– Sell
-3,667
Closed -$206K – 609
2022
Q3 		$206K Buy
+3,667
New +$216K 0.02% 494
2022
Q2 		– Sell
-3,816
Closed -$246K – 539
2022
Q1 		$246K Buy
+3,816
New +$239K 0.02% 529

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

Axxcess Wealth Management's AFL Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Aflac (AFL) in Q1 2026, closing a stake of 10,433 shares — an estimated $1.15M sold.

Axxcess Wealth Management first reported a position in AFL in Q1 2022 and held it in 13 quarters. The position peaked at $1.15M in Q4 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Aflac position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,433 Aflac shares in Q1 2026, an estimated $1.15M.
  • Axxcess Wealth Management first reported a position in Aflac in Q1 2022 and held it in 13 quarters.
  • Axxcess Wealth Management's Aflac position peaked at $1.15M in Q4 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

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