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Delta Financial Advisors’s Aflac AFL Stock Holding History

Delta Financial 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
Q1 		$3.82M Sell
34,856
-316
-0.9% -$35K 1% 28
2025
Q4 		$3.88M Sell
35,172
-543
-2% -$59.8K 1.01% 29
2025
Q3 		$3.99M Sell
35,715
-44
-0.1% -$4.62K 1.13% 28
2025
Q2 		$3.77M Sell
35,759
-574
-2% -$60.3K 1.33% 25
2025
Q1 		$4.04M Buy
36,333
+5
+0% +$530 1.52% 18
2024
Q4 		$3.76M Sell
36,328
-215
-0.6% -$23.4K 1.4% 21
2024
Q3 		$4.09M Sell
36,543
-495
-1% -$50.3K 1.48% 18
2024
Q2 		$3.31M Buy
37,038
+5
+0% +$430 1.28% 20
2024
Q1 		$3.18M Sell
37,033
-57
-0.2% -$4.67K 1.26% 21
2023
Q4 		$3.06M Buy
37,090
+5
+0% +$403 1.33% 20
2023
Q3 		$2.85M Buy
37,085
+5
+0% +$371 1.28% 22
2023
Q2 		$2.59M Sell
37,080
-373
-1% -$25K 1.14% 26
2023
Q1 		$2.42M Buy
37,453
+6
+0% +$411 1.16% 26
2022
Q4 		$2.69M Buy
37,447
+5
+0% +$335 1.31% 22
2022
Q3 		$2.1M Buy
37,442
+757
+2% +$44.5K 1.12% 31
2022
Q2 		$2.03M Buy
36,685
+6
+0% +$354 1.01% 34
2022
Q1 		$2.36M Buy
36,679
+7
+0% +$438 1.01% 34
2021
Q4 		$2.14M Buy
36,672
+5
+0% +$280 0.87% 42
2021
Q3 		$1.91M Buy
36,667
+6
+0% +$328 0.85% 42
2021
Q2 		$1.97M Sell
36,661
-70
-0.2% -$3.82K 0.86% 41
2021
Q1 		$1.88M Buy
36,731
+321
+0.9% +$15.4K 0.88% 44
2020
Q4 		$1.62M Sell
36,410
-4,145
-10% -$170K 0.81% 48
2020
Q3 		$1.47M Sell
40,555
-253
-0.6% -$9.21K 0.82% 49
2020
Q2 		$1.47M Sell
40,808
-1,672
-4% -$60.4K 0.87% 48
2020
Q1 		$1.46M Sell
42,480
-18,002
-30% -$823K 1% 38
2019
Q4 		$3.2M Sell
60,482
-4,346
-7% -$231K 1.25% 29
2019
Q3 		$3.39M Buy
64,828
+209
+0.3% +$11K 1.37% 23
2019
Q2 		$3.54M Buy
+64,619
New +$3.33M 1.46% 18

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

Delta Financial Advisors's AFL Position: Q1 2026 in Review

Delta Financial Advisors reduced its Aflac (AFL) stake by 0.9% in Q1 2026, selling an estimated $35K and leaving 34,856 shares worth $3.82M. The position accounts for 1% of the portfolio, ranked #28.

Delta Financial Advisors first reported a position in AFL in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.09M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Delta Financial Advisors held 34,856 shares of Aflac worth $3.82M as of Q1 2026.
  • Delta Financial Advisors sold 316 Aflac shares in Q1 2026, an estimated $35K.
  • Aflac made up 1% of Delta Financial Advisors's portfolio in Q1 2026, its #28 holding.
  • Delta Financial Advisors first reported a position in Aflac in Q2 2019 and has held it in 28 quarters since.
  • Delta Financial Advisors's Aflac position peaked at $4.09M in Q3 2024.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.