Cassaday & Co Wealth Management’s Aflac AFL Stock Holding History

Cassaday & Co 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	$496K	Hold	4,521	–	–	0.01%	223
2025 Q4	$499K	Hold	4,521	–	–	0.01%	221
2025 Q3	$505K	Buy	4,521 +321	+8%	+$33.7K	0.01%	212
2025 Q2	$443K	Hold	4,200	–	–	0.01%	220
2025 Q1	$467K	Sell	4,200 -35	-0.8%	-$3.71K	0.01%	209
2024 Q4	$438K	Hold	4,235	–	–	0.01%	210
2024 Q3	$473K	Sell	4,235 -102	-2%	-$10.4K	0.01%	189
2024 Q2	$387K	Buy	4,337 +104	+2%	+$8.94K	0.01%	200
2024 Q1	$363K	Buy	4,233 +475	+13%	+$38.9K	0.01%	202
2023 Q4	$310K	Hold	3,758	–	–	0.01%	200
2023 Q3	$288K	Buy	+3,758	New	+$279K	0.01%	196
2023 Q2	–	Sell	-3,616	Closed	-$233K	–	257
2023 Q1	$233K	Hold	3,616	–	–	0.01%	229
2022 Q4	$260K	Buy	+3,616	New	+$242K	0.01%	210

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

Cassaday & Co Wealth Management's AFL Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its Aflac (AFL) position steady in Q1 2026 at 4,521 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #223.

Cassaday & Co Wealth Management first reported a position in AFL in Q4 2022 and has held it in 13 quarters since. The position peaked at $505K in Q3 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Cassaday & Co Wealth Management held 4,521 shares of Aflac worth $496K as of Q1 2026.
Cassaday & Co Wealth Management left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #223 holding.
Cassaday & Co Wealth Management first reported a position in Aflac in Q4 2022 and has held it in 13 quarters since.
Cassaday & Co Wealth Management's Aflac position peaked at $505K in Q3 2025.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.