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Catalyst Financial Partners’s Aflac AFL Stock Holding History

Catalyst Financial Partners’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 		$283K Sell
2,584
-108
-4% -$12K 0.03% 303
2025
Q4 		$297K Sell
2,692
-87
-3% -$9.58K 0.03% 255
2025
Q3 		$310K Sell
2,779
-5
-0.2% -$525 0.04% 230
2025
Q2 		$294K Buy
2,784
+281
+11% +$29.5K 0.03% 238
2025
Q1 		$278K Buy
2,503
+147
+6% +$15.6K 0.05% 227
2024
Q4 		$244K Buy
2,356
+46
+2% +$5.02K 0.05% 240
2024
Q3 		$258K Buy
+2,310
New +$235K 0.05% 225

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

Catalyst Financial Partners's AFL Position: Q1 2026 in Review

Catalyst Financial Partners reduced its Aflac (AFL) stake by 4% in Q1 2026, selling an estimated $12K and leaving 2,584 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #303.

Catalyst Financial Partners first reported a position in AFL in Q3 2024 and has held it in 7 quarters since. The position peaked at $310K in Q3 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Catalyst Financial Partners held 2,584 shares of Aflac worth $283K as of Q1 2026.
  • Catalyst Financial Partners sold 108 Aflac shares in Q1 2026, an estimated $12K.
  • Aflac made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #303 holding.
  • Catalyst Financial Partners first reported a position in Aflac in Q3 2024 and has held it in 7 quarters since.
  • Catalyst Financial Partners's Aflac position peaked at $310K in Q3 2025.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.