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Belpointe Asset Management’s Aflac AFL Stock Holding History

Belpointe Asset 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 		$521K Sell
4,751
-174
-4% -$19.3K 0.02% 678
2025
Q4 		$543K Sell
4,925
-25
-0.5% -$2.75K 0.02% 628
2025
Q3 		$553K Buy
4,950
+3
+0.1% +$315 0.02% 599
2025
Q2 		$522K Sell
4,947
-8
-0.2% -$841 0.02% 562
2025
Q1 		$551K Buy
+4,955
New +$526K 0.03% 533
2024
Q4 		– Sell
-8
Closed -$894 – 853
2024
Q3 		$894 Hold
8
– – ﹤0.01% 899
2024
Q2 		$712 Buy
+8
New +$688 ﹤0.01% 826
2023
Q2 		– Sell
-3,912
Closed -$252K – 665
2023
Q1 		$252K Buy
3,912
+88
+2% +$6.02K 0.01% 830
2022
Q4 		$275K Buy
3,824
+397
+12% +$26.6K 0.02% 752
2022
Q3 		$192K Buy
3,427
+77
+2% +$4.53K 0.01% 856
2022
Q2 		$186K Sell
3,350
-739
-18% -$43.6K 0.01% 853
2022
Q1 		$263K Buy
4,089
+1,242
+44% +$77.8K 0.02% 790
2021
Q4 		$166K Sell
2,847
-57
-2% -$3.19K 0.01% 972
2021
Q3 		$151K Sell
2,904
-447
-13% -$24.4K 0.01% 976
2021
Q2 		$180K Buy
3,351
+623
+23% +$34K 0.01% 868
2021
Q1 		$140K Buy
+2,728
New +$131K 0.01% 878
2020
Q1 		– Sell
-3,852
Closed -$204K – 622
2019
Q4 		$204K Buy
3,852
+893
+30% +$47.4K 0.03% 528
2019
Q3 		$155K Sell
2,959
-265
-8% -$14K 0.03% 544
2019
Q2 		$177K Sell
3,224
-1,260
-28% -$65K 0.03% 440
2019
Q1 		$224K Sell
4,484
-7,381
-62% -$356K 0.04% 291
2018
Q4 		$541K Buy
11,865
+9,401
+382% +$418K 0.14% 165
2018
Q3 		$116K Sell
2,464
-10,247
-81% -$469K 0.02% 603
2018
Q2 		$547K Buy
12,711
+3,138
+33% +$141K 0.15% 144
2018
Q1 		$419K Sell
9,573
-11,613
-55% -$514K 0.12% 194
2017
Q4 		$930K Buy
21,186
+1,060
+5% +$45.2K 0.2% 104
2017
Q3 		$819K Buy
+20,126
New +$810K 0.19% 118

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

Belpointe Asset Management's AFL Position: Q1 2026 in Review

Belpointe Asset Management reduced its Aflac (AFL) stake by 3.5% in Q1 2026, selling an estimated $19.3K and leaving 4,751 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #678.

Belpointe Asset Management first reported a position in AFL in Q3 2017 and has held it in 26 quarters since. The position peaked at $930K in Q4 2017. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Belpointe Asset Management held 4,751 shares of Aflac worth $521K as of Q1 2026.
  • Belpointe Asset Management sold 174 Aflac shares in Q1 2026, an estimated $19.3K.
  • Aflac made up 0.02% of Belpointe Asset Management's portfolio in Q1 2026, its #678 holding.
  • Belpointe Asset Management first reported a position in Aflac in Q3 2017 and has held it in 26 quarters since.
  • Belpointe Asset Management's Aflac position peaked at $930K in Q4 2017.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.