Badgley Phelps Wealth Managers’s Aflac AFL Stock Holding History

Badgley Phelps Wealth Managers’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	$508K	Buy	4,628 +600	+15%	+$66.5K	0.01%	243
2025 Q4	$444K	Buy	4,028 +231	+6%	+$25.4K	0.01%	250
2025 Q3	$424K	Sell	3,797 -10	-0.3%	-$1.05K	0.01%	233
2025 Q2	$401K	Sell	3,807 -4	-0.1%	-$420	0.01%	232
2025 Q1	$424K	Sell	3,811 -26	-0.7%	-$2.76K	0.01%	224
2024 Q4	$397K	Hold	3,837	–	–	0.01%	231
2024 Q3	$429K	Hold	3,837	–	–	0.01%	221
2024 Q2	$343K	Buy	+3,837	New	+$330K	0.01%	214
2024 Q1	–	Sell	-3,872	Closed	-$319K	–	267
2023 Q4	$319K	Buy	3,872 +295	+8%	+$23.8K	0.01%	213
2023 Q3	$275K	Buy	3,577 +105	+3%	+$7.79K	0.01%	202
2023 Q2	$242K	Hold	3,472	–	–	0.01%	220
2023 Q1	$224K	Hold	3,472	–	–	0.01%	195
2022 Q4	$250K	Buy	+3,472	New	+$232K	0.01%	190
2022 Q2	–	Sell	-3,372	Closed	-$217K	–	204
2022 Q1	$217K	Buy	+3,372	New	+$211K	0.01%	204

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

Badgley Phelps Wealth Managers's AFL Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Aflac (AFL) stake by 15% in Q1 2026, buying an estimated $66.5K and bringing the position to 4,628 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #243.

Badgley Phelps Wealth Managers first reported a position in AFL in Q1 2022 and has held it in 14 quarters since. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Badgley Phelps Wealth Managers held 4,628 shares of Aflac worth $508K as of Q1 2026.
Badgley Phelps Wealth Managers bought 600 Aflac shares in Q1 2026, an estimated $66.5K.
Aflac made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #243 holding.
Badgley Phelps Wealth Managers first reported a position in Aflac in Q1 2022 and has held it in 14 quarters since.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.