Catalyst Financial Partners
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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
Q3 		$314K Buy
2,805
+31
+1% +$3.72K 0.03% 314
2026
Q2 		$325K Buy
2,774
+190
+7% +$21.9K 0.03% 294
2026
Q1 		$283K Sell
2,584
-108
-4% -$12K 0.03% 303
2025
Q4 		$297K Sell
2,692
-87
-3% -$9.6K 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

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Catalyst Financial Partners's AFL Position: Q3 2026 in Review

Catalyst Financial Partners increased its Aflac (AFL) stake by 1.1% in Q3 2026, buying an estimated $3.72K and bringing the position to 2,805 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #314.

Catalyst Financial Partners first reported a position in AFL in Q3 2024 and has held it in 9 quarters since. The position peaked at $325K in Q2 2026. 1,018 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Catalyst Financial Partners held 2,805 shares of Aflac worth $314K as of Q3 2026.
  • Catalyst Financial Partners bought 31 Aflac shares in Q3 2026, an estimated $3.72K.
  • Aflac made up 0.03% of Catalyst Financial Partners's portfolio in Q3 2026, its #314 holding.
  • Catalyst Financial Partners first reported a position in Aflac in Q3 2024 and has held it in 9 quarters since.
  • Catalyst Financial Partners's Aflac position peaked at $325K in Q2 2026.
  • 1,018 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.