Collaborative Wealth Management’s Aflac AFL Stock Holding History

Collaborative 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	$428K	Sell	3,900 -1,457	-27%	-$161K	0.2%	83
2025 Q4	$591K	Buy	5,357 +7	+0.1%	+$771	0.21%	98
2025 Q3	$598K	Buy	5,350 +8	+0.1%	+$840	0.24%	80
2025 Q2	$563K	Sell	5,342 -292	-5%	-$30.7K	0.25%	84
2025 Q1	$626K	Sell	5,634 -311	-5%	-$33K	0.29%	76
2024 Q4	$615K	Hold	5,945	–	–	0.28%	76
2024 Q3	$665K	Buy	5,945 +7	+0.1%	+$711	0.3%	74
2024 Q2	$530K	Sell	5,938 -10	-0.2%	-$860	0.26%	86
2024 Q1	$511K	Hold	5,948	–	–	0.26%	88
2023 Q4	$491K	Sell	5,948 -9	-0.2%	-$725	0.27%	81
2023 Q3	$457K	Buy	5,957 +8	+0.1%	+$594	0.27%	85
2023 Q2	$415K	Buy	5,949 +9	+0.2%	+$602	0.25%	93
2023 Q1	$383K	Buy	5,940 +8	+0.1%	+$548	0.24%	104
2022 Q4	$427K	Buy	5,932 +46	+0.8%	+$3.08K	0.28%	95
2022 Q3	$331K	Sell	5,886 -20	-0.3%	-$1.18K	0.23%	112
2022 Q2	$327K	Buy	+5,906	New	+$349K	0.21%	127
2021 Q4	$343K	Buy	+5,877	New	+$329K	0.19%	150
2021 Q1	$380K	Buy	+5,906	New	+$283K	0.22%	134

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Collaborative Wealth Management reduced its Aflac (AFL) stake by 27% in Q1 2026, selling an estimated $161K and leaving 3,900 shares worth $428K. The position accounts for 0.2% of the portfolio, ranked #83.

Collaborative Wealth Management first reported a position in AFL in Q1 2021 and has held it in 18 quarters since. The position peaked at $665K in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Collaborative Wealth Management held 3,900 shares of Aflac worth $428K as of Q1 2026.
Collaborative Wealth Management sold 1,457 Aflac shares in Q1 2026, an estimated $161K.
Aflac made up 0.2% of Collaborative Wealth Management's portfolio in Q1 2026, its #83 holding.
Collaborative Wealth Management first reported a position in Aflac in Q1 2021 and has held it in 18 quarters since.
Collaborative Wealth Management's Aflac position peaked at $665K in Q3 2024.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.