Bay Harbor Wealth Management’s Aflac AFL Stock Holding History

Bay Harbor 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	$8.45K	Buy	77 +27	+54%	+$2.99K	﹤0.01%	250
2025 Q4	$5.51K	Buy	50 +17	+52%	+$1.87K	﹤0.01%	269
2025 Q3	$3.69K	Buy	33 +6	+22%	+$630	﹤0.01%	252
2025 Q2	$2.85K	Buy	27 +12	+80%	+$1.26K	﹤0.01%	253
2025 Q1	$1.67K	Buy	+15	New	+$1.59K	﹤0.01%	210
2024 Q4	–	Sell	-99	Closed	-$11.1K	–	182
2024 Q3	$11.1K	Buy	+99	New	+$10.1K	﹤0.01%	118
2020 Q1	–	Sell	-25	Closed	-$1K	–	335
2019 Q4	$1K	Buy	+25	New	+$1.33K	﹤0.01%	302

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

Bay Harbor Wealth Management's AFL Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Aflac (AFL) stake by 54% in Q1 2026, buying an estimated $2.99K and bringing the position to 77 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Bay Harbor Wealth Management first reported a position in AFL in Q4 2019 and has held it in 7 quarters since. The position peaked at $11.1K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Bay Harbor Wealth Management held 77 shares of Aflac worth $8.45K as of Q1 2026.
Bay Harbor Wealth Management bought 27 Aflac shares in Q1 2026, an estimated $2.99K.
Aflac made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #250 holding.
Bay Harbor Wealth Management first reported a position in Aflac in Q4 2019 and has held it in 7 quarters since.
Bay Harbor Wealth Management's Aflac position peaked at $11.1K in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.