Dynamic Wealth Strategies’s Aflac AFL Stock Holding History

Dynamic Wealth Strategies’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	$97.5K	Hold	889	–	–	0.06%	120
2025 Q4	$98K	Hold	889	–	–	0.06%	118
2025 Q3	$99.3K	Sell	889 -912	-51%	-$95.8K	0.07%	107
2025 Q2	$190K	Sell	1,801 -352	-16%	-$37K	0.14%	69
2025 Q1	$239K	Sell	2,153 -4	-0.2%	-$424	0.2%	58
2024 Q4	$223K	Sell	2,157 -3	-0.1%	-$327	0.2%	57
2024 Q3	$241K	Sell	2,160 -642	-23%	-$65.2K	0.2%	59
2024 Q2	$250K	Sell	2,802 -139	-5%	-$11.9K	0.21%	54
2024 Q1	$253K	Buy	2,941 +23	+0.8%	+$1.89K	0.22%	51
2023 Q4	$241K	Buy	+2,918	New	+$235K	0.22%	50

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

Dynamic Wealth Strategies's AFL Position: Q1 2026 in Review

Dynamic Wealth Strategies held its Aflac (AFL) position steady in Q1 2026 at 889 shares worth $97.5K. The position accounts for 0.06% of the portfolio, ranked #120.

Dynamic Wealth Strategies first reported a position in AFL in Q4 2023 and has held it in 10 quarters since. The position peaked at $253K in Q1 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Dynamic Wealth Strategies held 889 shares of Aflac worth $97.5K as of Q1 2026.
Dynamic Wealth Strategies left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.06% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #120 holding.
Dynamic Wealth Strategies first reported a position in Aflac in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's Aflac position peaked at $253K in Q1 2024.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.