Bogart Wealth LLC’s Aflac AFL Stock Holding History

Bogart Wealth LLC’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	$42.9K	Buy	391 +82	+27%	+$9.09K	﹤0.01%	529
2025 Q4	$34.1K	Sell	309 -10	-3%	-$1.1K	﹤0.01%	565
2025 Q3	$35.6K	Buy	319 +16	+5%	+$1.68K	﹤0.01%	528
2025 Q2	$32K	Buy	303 +8	+3%	+$841	﹤0.01%	540
2025 Q1	$32.8K	Buy	295 +5	+2%	+$530	﹤0.01%	484
2024 Q4	$30K	Hold	290	–	–	﹤0.01%	497
2024 Q3	$32.4K	Hold	290	–	–	﹤0.01%	478
2024 Q2	$25.9K	Hold	290	–	–	﹤0.01%	499
2024 Q1	$24.9K	Hold	290	–	–	﹤0.01%	479
2023 Q4	$23.9K	Hold	290	–	–	﹤0.01%	478
2023 Q3	$22.3K	Hold	290	–	–	﹤0.01%	463
2023 Q2	$20.2K	Hold	290	–	–	﹤0.01%	461
2023 Q1	$18.7K	Hold	290	–	–	﹤0.01%	471
2022 Q4	$20.9K	Hold	290	–	–	﹤0.01%	429
2022 Q3	$16K	Sell	290 -35	-11%	-$2.06K	﹤0.01%	463
2022 Q2	$18K	Hold	325	–	–	﹤0.01%	429
2022 Q1	$21K	Hold	325	–	–	﹤0.01%	378
2021 Q4	$19K	Hold	325	–	–	﹤0.01%	376
2021 Q3	$17K	Hold	325	–	–	﹤0.01%	380
2021 Q2	$17K	Sell	325 -434	-57%	-$23.7K	﹤0.01%	361
2021 Q1	$39K	Buy	+759	New	+$36.4K	0.01%	243

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

Bogart Wealth LLC's AFL Position: Q1 2026 in Review

Bogart Wealth LLC increased its Aflac (AFL) stake by 27% in Q1 2026, buying an estimated $9.09K and bringing the position to 391 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Bogart Wealth LLC first reported a position in AFL in Q1 2021 and has held it in 21 quarters since. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Bogart Wealth LLC held 391 shares of Aflac worth $42.9K as of Q1 2026.
Bogart Wealth LLC bought 82 Aflac shares in Q1 2026, an estimated $9.09K.
Aflac made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #529 holding.
Bogart Wealth LLC first reported a position in Aflac in Q1 2021 and has held it in 21 quarters since.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.