Compass Ion Advisors
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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
Q3 		$205K Hold
1,831
– – 0.02% 296
2026
Q2 		$215K Hold
1,831
– – 0.02% 282
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

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Compass Ion Advisors's AFL Position: Q3 2026 in Review

Compass Ion Advisors held its Aflac (AFL) position steady in Q3 2026 at 1,831 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #296.

Compass Ion Advisors first reported a position in AFL in Q3 2024 and has held it in 7 quarters since. The position peaked at $215K in Q2 2026. 613 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Compass Ion Advisors held 1,831 shares of Aflac worth $205K as of Q3 2026.
  • Compass Ion Advisors left its Aflac share count unchanged in Q3 2026.
  • Aflac made up 0.02% of Compass Ion Advisors's portfolio in Q3 2026, its #296 holding.
  • Compass Ion Advisors first reported a position in Aflac in Q3 2024 and has held it in 7 quarters since.
  • Compass Ion Advisors's Aflac position peaked at $215K in Q2 2026.
  • 613 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.