BPA
AFL icon

Beacon Pointe Advisors’s Aflac AFL Stock Holding History

Beacon Pointe 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 		$4.98M Buy
45,415
+7,632
+20% +$846K 0.03% 476
2025
Q4 		$4.17M Buy
37,783
+28,431
+304% +$3.13M 0.03% 433
2025
Q3 		$1.04M Sell
9,352
-38,016
-80% -$3.99M 0.01% 746
2025
Q2 		$5M Sell
47,368
-220
-0.5% -$23.1K 0.05% 311
2025
Q1 		$5.29M Buy
47,588
+930
+2% +$98.6K 0.06% 287
2024
Q4 		$4.83M Sell
46,658
-1,165
-2% -$127K 0.05% 292
2024
Q3 		$5.35M Buy
47,823
+852
+2% +$86.6K 0.06% 277
2024
Q2 		$4.19M Sell
46,971
-577
-1% -$49.6K 0.05% 320
2024
Q1 		$4.08M Sell
47,548
-1,823
-4% -$149K 0.05% 340
2023
Q4 		$4.07M Sell
49,371
-112
-0.2% -$9.03K 0.05% 326
2023
Q3 		$3.8M Buy
49,483
+41,553
+524% +$3.08M 0.05% 329
2023
Q2 		$554K Sell
7,930
-3,616
-31% -$242K 0.01% 679
2023
Q1 		$745K Buy
11,546
+3,404
+42% +$233K 0.01% 628
2022
Q4 		$586K Buy
8,142
+1,078
+15% +$72.2K 0.01% 636
2022
Q3 		$396K Sell
7,064
-230
-3% -$13.5K 0.01% 715
2022
Q2 		$403K Sell
7,294
-2,529
-26% -$149K 0.01% 720
2022
Q1 		$633K Buy
9,823
+5,986
+156% +$375K 0.01% 741
2021
Q4 		$224K Sell
3,837
-623
-14% -$34.9K 0.01% 838
2021
Q3 		$233K Sell
4,460
-4,250
-49% -$232K 0.01% 799
2021
Q2 		$467K Buy
+8,710
New +$475K 0.02% 498
2020
Q1 		– Sell
-4,829
Closed -$256K – 295
2019
Q4 		$256K Buy
+4,829
New +$256K 0.08% 183

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

Beacon Pointe Advisors's AFL Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Aflac (AFL) stake by 20% in Q1 2026, buying an estimated $846K and bringing the position to 45,415 shares worth $4.98M. The position accounts for 0.03% of the portfolio, ranked #476.

Beacon Pointe Advisors first reported a position in AFL in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.35M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Beacon Pointe Advisors held 45,415 shares of Aflac worth $4.98M as of Q1 2026.
  • Beacon Pointe Advisors bought 7,632 Aflac shares in Q1 2026, an estimated $846K.
  • Aflac made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #476 holding.
  • Beacon Pointe Advisors first reported a position in Aflac in Q4 2019 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's Aflac position peaked at $5.35M in Q3 2024.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.