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Bernard Wealth Management’s Aflac AFL Stock Holding History

Bernard 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 		$13.2K Buy
+120
New +$13.3K 0.01% 214

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

Bernard Wealth Management's AFL Position: Q1 2026 in Review

Bernard Wealth Management opened a new position in Aflac (AFL) in Q1 2026: 120 shares worth $13.2K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings.

1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Bernard Wealth Management held 120 shares of Aflac worth $13.2K as of Q1 2026.
  • Aflac was a new Bernard Wealth Management position in Q1 2026.
  • Aflac made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #214 holding.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.