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Claris Financial’s Aflac AFL Stock Holding History

Claris Financial’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 		$411K Buy
3,746
+3
+0.1% +$332 0.22% 104
2025
Q4 		$413K Buy
3,743
+101
+3% +$11.1K 0.22% 103
2025
Q3 		$407K Buy
3,642
+227
+7% +$23.8K 0.23% 97
2025
Q2 		$360K Buy
3,415
+5
+0.1% +$525 0.27% 93
2025
Q1 		$353K Hold
3,410
– – 0.23% 99
2024
Q4 		$353K Buy
+3,410
New +$372K 0.23% 99

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

Claris Financial's AFL Position: Q1 2026 in Review

Claris Financial increased its Aflac (AFL) stake by 0.08% in Q1 2026, buying an estimated $332 and bringing the position to 3,746 shares worth $411K. The position accounts for 0.22% of the portfolio, ranked #104.

Claris Financial first reported a position in AFL in Q4 2024 and has held it in 6 quarters since. The position peaked at $413K in Q4 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Claris Financial held 3,746 shares of Aflac worth $411K as of Q1 2026.
  • Claris Financial bought 3 Aflac shares in Q1 2026, an estimated $332.
  • Aflac made up 0.22% of Claris Financial's portfolio in Q1 2026, its #104 holding.
  • Claris Financial first reported a position in Aflac in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Aflac position peaked at $413K in Q4 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.