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Duncan Williams Asset Management’s Aflac AFL Stock Holding History

Duncan Williams Asset 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 		$264K Hold
2,402
– – 0.07% 132
2025
Q4 		$273K Buy
2,402
+37
+2% +$4.08K 0.07% 141
2025
Q3 		$264K Buy
2,365
+300
+15% +$31.5K 0.07% 145
2025
Q2 		$218K Buy
2,065
+98
+5% +$10.3K 0.07% 143
2025
Q1 		$219K Buy
+1,967
New +$209K 0.08% 131

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

Duncan Williams Asset Management's AFL Position: Q1 2026 in Review

Duncan Williams Asset Management held its Aflac (AFL) position steady in Q1 2026 at 2,402 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #132.

Duncan Williams Asset Management first reported a position in AFL in Q1 2025 and has held it in 5 quarters since. The position peaked at $273K in Q4 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Duncan Williams Asset Management held 2,402 shares of Aflac worth $264K as of Q1 2026.
  • Duncan Williams Asset Management left its Aflac share count unchanged in Q1 2026.
  • Aflac made up 0.07% of Duncan Williams Asset Management's portfolio in Q1 2026, its #132 holding.
  • Duncan Williams Asset Management first reported a position in Aflac in Q1 2025 and has held it in 5 quarters since.
  • Duncan Williams Asset Management's Aflac position peaked at $273K in Q4 2025.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.