Barnes Pettey Financial Advisors’s Aflac AFL Stock Holding History

Barnes Pettey Financial Advisors’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	$666K	Hold	6,068	–	–	0.29%	71
2025 Q4	$669K	Hold	6,068	–	–	0.33%	64
2025 Q3	$678K	Buy	6,068 +400	+7%	+$42K	0.37%	54
2025 Q2	$598K	Hold	5,668	–	–	0.4%	52
2025 Q1	$630K	Hold	5,668	–	–	0.49%	45
2024 Q4	$586K	Hold	5,668	–	–	0.45%	44
2024 Q3	$634K	Hold	5,668	–	–	0.51%	41
2024 Q2	$506K	Hold	5,668	–	–	0.44%	44
2024 Q1	$487K	Hold	5,668	–	–	0.42%	47
2023 Q4	$468K	Hold	5,668	–	–	0.38%	56
2023 Q3	$435K	Hold	5,668	–	–	0.4%	55
2023 Q2	$396K	Sell	5,668 -300	-5%	-$20.1K	0.34%	59
2023 Q1	$385K	Sell	5,968 -87	-1%	-$5.96K	0.37%	60
2022 Q4	$436K	Buy	6,055 +87	+1%	+$5.83K	0.45%	52
2022 Q3	$335K	Sell	5,968 -2,150	-26%	-$127K	0.46%	59
2022 Q2	$449K	Buy	8,118 +2,018	+33%	+$119K	0.58%	46
2022 Q1	$393K	Hold	6,100	–	–	0.48%	55
2021 Q4	$356K	Buy	+6,100	New	+$342K	0.41%	62

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

Barnes Pettey Financial Advisors's AFL Position: Q1 2026 in Review

Barnes Pettey Financial Advisors held its Aflac (AFL) position steady in Q1 2026 at 6,068 shares worth $666K. The position accounts for 0.29% of the portfolio, ranked #71.

Barnes Pettey Financial Advisors first reported a position in AFL in Q4 2021 and has held it in 18 quarters since. The position peaked at $678K in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Barnes Pettey Financial Advisors held 6,068 shares of Aflac worth $666K as of Q1 2026.
Barnes Pettey Financial Advisors left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.29% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #71 holding.
Barnes Pettey Financial Advisors first reported a position in Aflac in Q4 2021 and has held it in 18 quarters since.
Barnes Pettey Financial Advisors's Aflac position peaked at $678K in Q3 2025.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.