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Brightwater Advisory’s Aflac AFL Stock Holding History

Brightwater Advisory’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 		$2.22M Hold
20,192
– – 1.47% 23
2025
Q4 		$2.23M Sell
20,192
-6,600
-25% -$727K 1.5% 23
2025
Q3 		$2.99M Sell
26,792
-1,974
-7% -$207K 2.06% 21
2025
Q2 		$3.03M Sell
28,766
-1,440
-5% -$151K 2.18% 17
2025
Q1 		$3.36M Sell
30,206
-3,161
-9% -$335K 2.66% 15
2024
Q4 		$3.45M Sell
33,367
-392
-1% -$42.7K 2.71% 15
2024
Q3 		$3.77M Hold
33,759
– – 2.78% 15
2024
Q2 		$3.02M Buy
33,759
+9,000
+36% +$774K 2.33% 17
2024
Q1 		$2.13M Sell
24,759
-9,592
-28% -$786K 1.71% 20
2023
Q4 		$2.83M Buy
+34,351
New +$2.77M 2.39% 18

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

Brightwater Advisory's AFL Position: Q1 2026 in Review

Brightwater Advisory held its Aflac (AFL) position steady in Q1 2026 at 20,192 shares worth $2.22M. The position accounts for 1.47% of the portfolio, ranked #23.

Brightwater Advisory first reported a position in AFL in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.77M in Q3 2024. 1,657 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Brightwater Advisory held 20,192 shares of Aflac worth $2.22M as of Q1 2026.
  • Brightwater Advisory left its Aflac share count unchanged in Q1 2026.
  • Aflac made up 1.47% of Brightwater Advisory's portfolio in Q1 2026, its #23 holding.
  • Brightwater Advisory first reported a position in Aflac in Q4 2023 and has held it in 10 quarters since.
  • Brightwater Advisory's Aflac position peaked at $3.77M in Q3 2024.
  • 1,657 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.