CreativeOne Wealth’s Aflac AFL Stock Holding History

CreativeOne Wealth’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	$346K	Sell	3,152 -164	-5%	-$18.2K	0.01%	929
2025 Q4	$366K	Sell	3,316 -158	-5%	-$17.4K	0.01%	881
2025 Q3	$388K	Sell	3,474 -6	-0.2%	-$630	0.01%	855
2025 Q2	$367K	Sell	3,480 -475	-12%	-$49.9K	0.01%	851
2025 Q1	$440K	Sell	3,955 -2,360	-37%	-$250K	0.01%	727
2024 Q4	$653K	Buy	6,315 +3,318	+111%	+$362K	0.02%	613
2024 Q3	$335K	Buy	+2,997	New	+$305K	0.01%	748
2024 Q2	–	Sell	-4,350	Closed	-$373K	–	764
2024 Q1	$373K	Buy	+4,350	New	+$357K	0.01%	656
2022 Q2	–	Sell	-3,995	Closed	-$257K	–	712
2022 Q1	$257K	Sell	3,995 -32	-0.8%	-$2K	0.01%	626
2021 Q4	$235K	Sell	4,027 -148	-4%	-$8.29K	0.01%	665
2021 Q3	$218K	Sell	4,175 -811	-16%	-$44.3K	0.01%	645
2021 Q2	$268K	Buy	4,986 +122	+3%	+$6.65K	0.02%	571
2021 Q1	$249K	Buy	+4,864	New	+$233K	0.02%	487

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

CreativeOne Wealth's AFL Position: Q1 2026 in Review

CreativeOne Wealth reduced its Aflac (AFL) stake by 4.9% in Q1 2026, selling an estimated $18.2K and leaving 3,152 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #929.

CreativeOne Wealth first reported a position in AFL in Q1 2021 and has held it in 13 quarters since. The position peaked at $653K in Q4 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

CreativeOne Wealth held 3,152 shares of Aflac worth $346K as of Q1 2026.
CreativeOne Wealth sold 164 Aflac shares in Q1 2026, an estimated $18.2K.
Aflac made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #929 holding.
CreativeOne Wealth first reported a position in Aflac in Q1 2021 and has held it in 13 quarters since.
CreativeOne Wealth's Aflac position peaked at $653K in Q4 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.