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Carson Advisory’s Aflac AFL Stock Holding History

Carson 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 		$1.09M Sell
9,907
-352
-3% -$39K 0.56% 40
2025
Q4 		$1.13M Sell
10,259
-494
-5% -$54.4K 0.59% 37
2025
Q3 		$1.2M Sell
10,753
-794
-7% -$83.4K 0.65% 35
2025
Q2 		$1.22M Sell
11,547
-93
-0.8% -$9.77K 0.77% 30
2025
Q1 		$1.29M Sell
11,640
-193
-2% -$20.5K 0.87% 29
2024
Q4 		$1.22M Sell
11,833
-203
-2% -$22.1K 0.85% 30
2024
Q3 		$1.35M Sell
12,036
-1,395
-10% -$142K 0.84% 29
2024
Q2 		$1.2M Sell
13,431
-93
-0.7% -$8K 0.84% 30
2024
Q1 		$1.16M Sell
13,524
-852
-6% -$69.8K 0.82% 30
2023
Q4 		$1.19M Sell
14,376
-1,733
-11% -$140K 0.92% 28
2023
Q3 		$1.24M Sell
16,109
-422
-3% -$31.3K 1.08% 23
2023
Q2 		$1.15M Buy
16,531
+8
+0% +$535 0.97% 27
2023
Q1 		$1.07M Buy
16,523
+7
+0% +$479 0.95% 27
2022
Q4 		$1.19M Sell
16,516
-1,093
-6% -$73.2K 1.14% 23
2022
Q3 		$990K Buy
17,609
+9
+0.1% +$530 1.1% 23
2022
Q2 		$974K Buy
17,600
+7
+0% +$413 1.09% 23
2022
Q1 		$1.13M Sell
17,593
-3,283
-16% -$206K 1.13% 23
2021
Q4 		$1.22M Buy
+20,876
New +$1.17M 1.24% 21

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

Carson Advisory's AFL Position: Q1 2026 in Review

Carson Advisory reduced its Aflac (AFL) stake by 3.4% in Q1 2026, selling an estimated $39K and leaving 9,907 shares worth $1.09M. The position accounts for 0.56% of the portfolio, ranked #40.

Carson Advisory first reported a position in AFL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Carson Advisory held 9,907 shares of Aflac worth $1.09M as of Q1 2026.
  • Carson Advisory sold 352 Aflac shares in Q1 2026, an estimated $39K.
  • Aflac made up 0.56% of Carson Advisory's portfolio in Q1 2026, its #40 holding.
  • Carson Advisory first reported a position in Aflac in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Aflac position peaked at $1.35M in Q3 2024.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.