Baker Avenue Asset Management’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 | $485K | Sell |
4,417
-73,768
| -94% | -$8.18M | 0.01% | 438 |
|
|
2025
Q4 | $8.62M | Sell |
78,185
-96
| -0.1% | -$10.6K | 0.2% | 104 |
|
|
2025
Q3 | $8.74M | Buy |
78,281
+1,208
| +2% | +$127K | 0.21% | 98 |
|
|
2025
Q2 | $8.13M | Sell |
77,073
-1,742
| -2% | -$183K | 0.23% | 95 |
|
|
2025
Q1 | $8.76M | Sell |
78,815
-243
| -0.3% | -$25.8K | 0.27% | 81 |
|
|
2024
Q4 | $8.18M | Buy |
79,058
+156
| +0.2% | +$17K | 0.25% | 83 |
|
|
2024
Q3 | $8.82M | Sell |
78,902
-165
| -0.2% | -$16.8K | 0.28% | 75 |
|
|
2024
Q2 | $7.06M | Sell |
79,067
-1,510
| -2% | -$130K | 0.24% | 81 |
|
|
2024
Q1 | $6.92M | Buy |
80,577
+494
| +0.6% | +$40.5K | 0.27% | 82 |
|
|
2023
Q4 | $6.61M | Buy |
80,083
+1,003
| +1% | +$80.8K | 0.29% | 78 |
|
|
2023
Q3 | $6.07M | Buy |
79,080
+77,421
| +4,667% | +$5.75M | 0.3% | 75 |
|
|
2023
Q2 | $116K | Sell |
1,659
-6
| -0.4% | -$402 | 0.01% | 411 |
|
|
2023
Q1 | $107K | Sell |
1,665
-8,031
| -83% | -$550K | 0.01% | 425 |
|
|
2022
Q4 | $698K | Buy |
+9,696
| New | +$649K | 0.04% | 199 |
|
|
2019
Q3 | – | Sell |
-31,868
| Closed | -$1.75M | – | 239 |
|
|
2019
Q2 | $1.75M | Buy |
31,868
+1,203
| +4% | +$62K | 0.14% | 97 |
|
|
2019
Q1 | $1.53M | Sell |
30,665
-560
| -2% | -$27K | 0.13% | 109 |
|
|
2018
Q4 | $1.42M | Sell |
31,225
-840
| -3% | -$37.3K | 0.14% | 109 |
|
|
2018
Q3 | $1.51M | Buy |
32,065
+1,686
| +6% | +$77.2K | 0.12% | 122 |
|
|
2018
Q2 | $1.31M | Buy |
30,379
+1,336
| +5% | +$60K | 0.11% | 127 |
|
|
2018
Q1 | $1.27M | Sell |
29,043
-3,283
| -10% | -$145K | 0.12% | 128 |
|
|
2017
Q4 | $1.42M | Buy |
32,326
+2,210
| +7% | +$94.3K | 0.14% | 112 |
|
|
2017
Q3 | $1.23M | Buy |
30,116
+2,424
| +9% | +$97.6K | 0.14% | 102 |
|
|
2017
Q2 | $1.08M | Buy |
27,692
+2,184
| +9% | +$82.1K | 0.14% | 94 |
|
|
2017
Q1 | $924K | Buy |
25,508
+5,814
| +30% | +$206K | 0.12% | 102 |
|
|
2016
Q4 | $685K | Buy |
19,694
+1,182
| +6% | +$41.6K | 0.1% | 118 |
|
|
2016
Q3 | $665K | Sell |
18,512
-940
| -5% | -$34.2K | 0.1% | 118 |
|
|
2016
Q2 | $702K | Buy |
19,452
+662
| +4% | +$22.6K | 0.11% | 112 |
|
|
2016
Q1 | $593K | Buy |
18,790
+290
| +2% | +$8.62K | 0.09% | 111 |
|
|
2015
Q4 | $554K | Sell |
18,500
-1,080
| -6% | -$33.6K | 0.08% | 115 |
|
|
2015
Q3 | $569K | Buy |
19,580
+780
| +4% | +$23.6K | 0.1% | 117 |
|
|
2015
Q2 | $585K | Buy |
18,800
+280
| +2% | +$8.86K | 0.08% | 147 |
|
|
2015
Q1 | $593K | Buy |
18,520
+1,196
| +7% | +$36.5K | 0.08% | 138 |
|
|
2014
Q4 | $529K | Buy |
17,324
+1,262
| +8% | +$37.3K | 0.07% | 147 |
|
|
2014
Q3 | $468K | Buy |
16,062
+3,862
| +32% | +$118K | 0.07% | 163 |
|
|
2014
Q2 | $380K | Buy |
+12,200
| New | +$381K | 0.05% | 186 |
|
Other funds holding AFL
JPH
VCM
VPM
Baker Avenue Asset Management's AFL Position: Q1 2026 in Review
Baker Avenue Asset Management reduced its Aflac (AFL) stake by 94% in Q1 2026, selling an estimated $8.18M and leaving 4,417 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #438.
Baker Avenue Asset Management first reported a position in AFL in Q2 2014 and has held it in 35 quarters since. The position peaked at $8.82M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.
- Baker Avenue Asset Management held 4,417 shares of Aflac worth $485K as of Q1 2026.
- Baker Avenue Asset Management sold 73,768 Aflac shares in Q1 2026, an estimated $8.18M.
- Aflac made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #438 holding.
- Baker Avenue Asset Management first reported a position in Aflac in Q2 2014 and has held it in 35 quarters since.
- Baker Avenue Asset Management's Aflac position peaked at $8.82M in Q3 2024.
- 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.
Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.