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Compass Ion Advisors’s Aflac AFL Stock Holding History

Compass Ion Advisors’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 		$201K Hold
1,831
– – 0.02% 275
2025
Q4 		$202K Buy
1,831
+16
+0.9% +$1.76K 0.02% 267
2025
Q3 		$203K Buy
+1,815
New +$191K 0.02% 270
2025
Q2 		– Sell
-1,813
Closed -$202K – 268
2025
Q1 		$202K Buy
+1,813
New +$192K 0.02% 254
2024
Q4 		– Sell
-1,807
Closed -$202K – 258
2024
Q3 		$202K Buy
+1,807
New +$184K 0.02% 253

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

Compass Ion Advisors's AFL Position: Q1 2026 in Review

Compass Ion Advisors held its Aflac (AFL) position steady in Q1 2026 at 1,831 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #275.

Compass Ion Advisors first reported a position in AFL in Q3 2024 and has held it in 5 quarters since. The position peaked at $203K in Q3 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Compass Ion Advisors held 1,831 shares of Aflac worth $201K as of Q1 2026.
  • Compass Ion Advisors left its Aflac share count unchanged in Q1 2026.
  • Aflac made up 0.02% of Compass Ion Advisors's portfolio in Q1 2026, its #275 holding.
  • Compass Ion Advisors first reported a position in Aflac in Q3 2024 and has held it in 5 quarters since.
  • Compass Ion Advisors's Aflac position peaked at $203K in Q3 2025.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.