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Convergence Financial’s Aflac AFL Stock Holding History

Convergence 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 		$445K Sell
4,055
-1,204
-23% -$133K 0.05% 155
2025
Q4 		$580K Sell
5,259
-130
-2% -$14.3K 0.08% 112
2025
Q3 		$602K Sell
5,389
-215
-4% -$22.6K 0.09% 113
2025
Q2 		$591K Sell
5,604
-376
-6% -$39.5K 0.1% 103
2025
Q1 		$665K Sell
5,980
-1,040
-15% -$110K 0.13% 87
2024
Q4 		$726K Buy
7,020
+65
+0.9% +$7.09K 0.14% 72
2024
Q3 		$778K Sell
6,955
-1,884
-21% -$191K 0.17% 71
2024
Q2 		$789K Buy
+8,839
New +$760K 0.21% 63

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

Convergence Financial's AFL Position: Q1 2026 in Review

Convergence Financial reduced its Aflac (AFL) stake by 23% in Q1 2026, selling an estimated $133K and leaving 4,055 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #155.

Convergence Financial first reported a position in AFL in Q2 2024 and has held it in 8 quarters since. The position peaked at $789K in Q2 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Convergence Financial held 4,055 shares of Aflac worth $445K as of Q1 2026.
  • Convergence Financial sold 1,204 Aflac shares in Q1 2026, an estimated $133K.
  • Aflac made up 0.05% of Convergence Financial's portfolio in Q1 2026, its #155 holding.
  • Convergence Financial first reported a position in Aflac in Q2 2024 and has held it in 8 quarters since.
  • Convergence Financial's Aflac position peaked at $789K in Q2 2024.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.