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Bruce G. Allen Investments’s Aflac AFL Stock Holding History

Bruce G. Allen Investments’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 		$24.1K Hold
220
– – 0.02% 369
2025
Q4 		$24.3K Hold
220
– – 0.02% 372
2025
Q3 		$24.6K Hold
220
– – 0.02% 374
2025
Q2 		$23.2K Sell
220
-109
-33% -$11.5K 0.02% 374
2025
Q1 		$36.6K Buy
329
+42
+15% +$4.46K 0.03% 302
2024
Q4 		$29.7K Sell
287
-3
-1% -$327 0.02% 331
2024
Q3 		$32.4K Sell
290
-68
-19% -$6.91K 0.03% 329
2024
Q2 		$32K Hold
358
– – 0.03% 311
2024
Q1 		$30.7K Sell
358
-29
-7% -$2.38K 0.03% 325
2023
Q4 		$31.9K Buy
+387
New +$31.2K 0.03% 309

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

Bruce G. Allen Investments's AFL Position: Q1 2026 in Review

Bruce G. Allen Investments held its Aflac (AFL) position steady in Q1 2026 at 220 shares worth $24.1K. The position accounts for 0.02% of the portfolio, ranked #369.

Bruce G. Allen Investments first reported a position in AFL in Q4 2023 and has held it in 10 quarters since. The position peaked at $36.6K in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Bruce G. Allen Investments held 220 shares of Aflac worth $24.1K as of Q1 2026.
  • Bruce G. Allen Investments left its Aflac share count unchanged in Q1 2026.
  • Aflac made up 0.02% of Bruce G. Allen Investments's portfolio in Q1 2026, its #369 holding.
  • Bruce G. Allen Investments first reported a position in Aflac in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Aflac position peaked at $36.6K in Q1 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.