CIAS
AFL icon

CBIZ Investment Advisory Services’s Aflac AFL Stock Holding History

CBIZ Investment Advisory Services’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 		$2.41K Sell
22
-57
-72% -$6.32K ﹤0.01% 316
2025
Q4 		$8.71K Hold
79
– – ﹤0.01% 409
2025
Q3 		$8.82K Sell
79
-314
-80% -$33K ﹤0.01% 358
2025
Q2 		$41.4K Buy
393
+5
+1% +$525 ﹤0.01% 155
2025
Q1 		$43.1K Buy
388
+15
+4% +$1.59K ﹤0.01% 129
2024
Q4 		$38.6K Hold
373
– – ﹤0.01% 130
2024
Q3 		$41.7K Hold
373
– – ﹤0.01% 121
2024
Q2 		$33.3K Hold
373
– – ﹤0.01% 122
2024
Q1 		$32K Buy
+373
New +$30.6K ﹤0.01% 121

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

CBIZ Investment Advisory Services's AFL Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Aflac (AFL) stake by 72% in Q1 2026, selling an estimated $6.32K and leaving 22 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

CBIZ Investment Advisory Services first reported a position in AFL in Q1 2024 and has held it in 9 quarters since. The position peaked at $43.1K in Q1 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • CBIZ Investment Advisory Services held 22 shares of Aflac worth $2.41K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 57 Aflac shares in Q1 2026, an estimated $6.32K.
  • Aflac made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #316 holding.
  • CBIZ Investment Advisory Services first reported a position in Aflac in Q1 2024 and has held it in 9 quarters since.
  • CBIZ Investment Advisory Services's Aflac position peaked at $43.1K in Q1 2025.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.