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Dakota Wealth Management’s Aflac AFL Stock Holding History

Dakota Wealth Management’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 		$678K Sell
6,183
-885
-13% -$98.1K 0.01% 479
2025
Q4 		$779K Buy
7,068
+2,690
+61% +$296K 0.01% 458
2025
Q3 		$489K Sell
4,378
-21,077
-83% -$2.21M 0.01% 482
2025
Q2 		$2.68M Sell
25,455
-2,597
-9% -$273K 0.06% 224
2025
Q1 		$3.12M Sell
28,052
-1,043
-4% -$111K 0.07% 199
2024
Q4 		$3.01M Buy
29,095
+415
+1% +$45.3K 0.07% 211
2024
Q3 		$3.21M Sell
28,680
-8,952
-24% -$910K 0.07% 221
2024
Q2 		$3.36M Sell
37,632
-738
-2% -$63.4K 0.08% 208
2024
Q1 		$3.29M Buy
38,370
+2,175
+6% +$178K 0.08% 205
2023
Q4 		$2.99M Buy
36,195
+30,359
+520% +$2.45M 0.12% 173
2023
Q3 		$448K Sell
5,836
-604
-9% -$44.8K 0.02% 433
2023
Q2 		$450K Hold
6,440
– – 0.02% 399
2023
Q1 		$416K Sell
6,440
-16
-0.2% -$1.09K 0.03% 401
2022
Q4 		$464K Hold
6,456
– – 0.03% 363
2022
Q3 		$363K Sell
6,456
-159
-2% -$9.36K 0.03% 400
2022
Q2 		$366K Sell
6,615
-45
-0.7% -$2.66K 0.03% 335
2022
Q1 		$428K Buy
+6,660
New +$417K 0.03% 311

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

Dakota Wealth Management's AFL Position: Q1 2026 in Review

Dakota Wealth Management reduced its Aflac (AFL) stake by 13% in Q1 2026, selling an estimated $98.1K and leaving 6,183 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #479.

Dakota Wealth Management first reported a position in AFL in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.36M in Q2 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Dakota Wealth Management held 6,183 shares of Aflac worth $678K as of Q1 2026.
  • Dakota Wealth Management sold 885 Aflac shares in Q1 2026, an estimated $98.1K.
  • Aflac made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #479 holding.
  • Dakota Wealth Management first reported a position in Aflac in Q1 2022 and has held it in 17 quarters since.
  • Dakota Wealth Management's Aflac position peaked at $3.36M in Q2 2024.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.