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Circle Wealth Management’s Aflac AFL Stock Holding History

Circle 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 		$208K Buy
1,896
+30
+2% +$3.33K ﹤0.01% 259
2025
Q4 		$206K Buy
1,866
+5
+0.3% +$551 ﹤0.01% 238
2025
Q3 		$208K Buy
+1,861
New +$195K ﹤0.01% 218

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

Circle Wealth Management's AFL Position: Q1 2026 in Review

Circle Wealth Management increased its Aflac (AFL) stake by 1.6% in Q1 2026, buying an estimated $3.33K and bringing the position to 1,896 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Circle Wealth Management first reported a position in AFL in Q3 2025 and has held it in 3 quarters since. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Circle Wealth Management held 1,896 shares of Aflac worth $208K as of Q1 2026.
  • Circle Wealth Management bought 30 Aflac shares in Q1 2026, an estimated $3.33K.
  • Aflac made up ﹤0.01% of Circle Wealth Management's portfolio in Q1 2026, its #259 holding.
  • Circle Wealth Management first reported a position in Aflac in Q3 2025 and has held it in 3 quarters since.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.