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Diversify Wealth Management’s Aflac AFL Stock Holding History

Diversify 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 		$599K Buy
5,157
+1,721
+50% +$191K 0.01% 751
2025
Q4 		$371K Buy
3,436
+26
+0.8% +$2.86K 0.02% 499
2025
Q3 		$365K Buy
3,410
+7
+0.2% +$735 0.02% 428
2025
Q2 		$352K Sell
3,403
-11
-0.3% -$1.16K 0.02% 427
2025
Q1 		$371K Sell
3,414
-3
-0.1% -$318 0.03% 406
2024
Q4 		$345K Buy
+3,417
New +$373K 0.03% 414

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

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

Diversify Wealth Management increased its Aflac (AFL) stake by 50% in Q1 2026, buying an estimated $191K and bringing the position to 5,157 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #751.

Diversify Wealth Management first reported a position in AFL in Q4 2024 and has held it in 6 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Diversify Wealth Management held 5,157 shares of Aflac worth $599K as of Q1 2026.
  • Diversify Wealth Management bought 1,721 Aflac shares in Q1 2026, an estimated $191K.
  • Aflac made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #751 holding.
  • Diversify Wealth Management first reported a position in Aflac in Q4 2024 and has held it in 6 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

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