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Concord Wealth Partners’s Aflac AFL Stock Holding History

Concord Wealth Partners’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 		$1.4M Buy
12,751
+1,345
+12% +$149K 0.18% 109
2025
Q4 		$1.26M Buy
11,406
+46
+0.4% +$5.07K 0.16% 115
2025
Q3 		$1.27M Sell
11,360
-1,198
-10% -$126K 0.18% 114
2025
Q2 		$1.32M Buy
12,558
+2,959
+31% +$311K 0.19% 110
2025
Q1 		$1.07M Buy
9,599
+1,972
+26% +$209K 0.18% 113
2024
Q4 		$789K Buy
7,627
+3,321
+77% +$362K 0.13% 116
2024
Q3 		$481K Sell
4,306
-7,170
-62% -$729K 0.08% 137
2024
Q2 		$1.02M Buy
11,476
+740
+7% +$63.6K 0.18% 101
2024
Q1 		$922K Buy
10,736
+1,387
+15% +$114K 0.17% 105
2023
Q4 		$771K Buy
9,349
+1,942
+26% +$156K 0.15% 107
2023
Q3 		$568K Buy
7,407
+6,509
+725% +$483K 0.12% 117
2023
Q2 		$62.7K Buy
898
+298
+50% +$19.9K 0.01% 330
2023
Q1 		$38.7K Sell
600
-224
-27% -$15.3K 0.01% 383
2022
Q4 		$59.3K Buy
+824
New +$55.2K 0.02% 347
2022
Q3 		– Sell
-3,081
Closed -$170K – 171
2022
Q2 		$170K Sell
3,081
-80
-3% -$4.72K 0.05% 177
2022
Q1 		$204K Sell
3,161
-57
-2% -$3.57K 0.05% 178
2021
Q4 		$188K Buy
3,218
+2,793
+657% +$157K 0.05% 198
2021
Q3 		$22K Sell
425
-2,062
-83% -$113K 0.01% 358
2021
Q2 		$133K Buy
2,487
+1,419
+133% +$77.4K 0.04% 188
2021
Q1 		$55K Buy
+1,068
New +$51.2K 0.02% 320

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

Concord Wealth Partners's AFL Position: Q1 2026 in Review

Concord Wealth Partners increased its Aflac (AFL) stake by 12% in Q1 2026, buying an estimated $149K and bringing the position to 12,751 shares worth $1.4M. The position accounts for 0.18% of the portfolio, ranked #109.

Concord Wealth Partners first reported a position in AFL in Q1 2021 and has held it in 20 quarters since. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Concord Wealth Partners held 12,751 shares of Aflac worth $1.4M as of Q1 2026.
  • Concord Wealth Partners bought 1,345 Aflac shares in Q1 2026, an estimated $149K.
  • Aflac made up 0.18% of Concord Wealth Partners's portfolio in Q1 2026, its #109 holding.
  • Concord Wealth Partners first reported a position in Aflac in Q1 2021 and has held it in 20 quarters since.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.