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Ellevest Inc’s Aflac AFL Stock Holding History

Ellevest Inc’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 		$559K Buy
5,096
+337
+7% +$37.4K 0.08% 190
2025
Q4 		$525K Sell
4,759
-474
-9% -$52.2K 0.07% 212
2025
Q3 		$585K Sell
5,233
-2,040
-28% -$214K 0.08% 189
2025
Q2 		$767K Sell
7,273
-854
-11% -$89.7K 0.12% 121
2025
Q1 		$904K Buy
8,127
+571
+8% +$60.6K 0.06% 115
2024
Q4 		$782K Buy
7,556
+1,498
+25% +$163K 0.05% 131
2024
Q3 		$677K Sell
6,058
-1,857
-23% -$189K 0.04% 161
2024
Q2 		$707K Sell
7,915
-254
-3% -$21.8K 0.04% 147
2024
Q1 		$701K Buy
8,169
+364
+5% +$29.8K 0.04% 149
2023
Q4 		$644K Sell
7,805
-398
-5% -$32.1K 0.04% 143
2023
Q3 		$630K Buy
8,203
+161
+2% +$12K 0.05% 119
2023
Q2 		$561K Buy
8,042
+1,360
+20% +$91K 0.04% 134
2023
Q1 		$431K Buy
6,682
+756
+13% +$51.8K 0.03% 164
2022
Q4 		$426K Buy
5,926
+135
+2% +$9.04K 0.04% 159
2022
Q3 		$325K Buy
5,791
+1,969
+52% +$116K 0.03% 169
2022
Q2 		$211K Sell
3,822
-73
-2% -$4.31K 0.02% 270
2022
Q1 		$251K Buy
3,895
+2,480
+175% +$155K 0.02% 277
2021
Q4 		$83K Sell
1,415
-4,186
-75% -$235K 0.01% 422
2021
Q3 		$292K Buy
5,601
+2,809
+101% +$154K 0.03% 195
2021
Q2 		$150K Buy
2,792
+884
+46% +$48.2K 0.01% 311
2021
Q1 		$98K Sell
1,908
-280
-13% -$13.4K 0.01% 341
2020
Q4 		$97K Sell
2,188
-503
-19% -$20.6K 0.01% 314
2020
Q3 		$98K Buy
2,691
+476
+21% +$17.3K 0.02% 264
2020
Q2 		$80K Buy
2,215
+1,763
+390% +$63.7K 0.02% 256
2020
Q1 		$15K Buy
452
+300
+197% +$13.7K ﹤0.01% 474
2019
Q4 		$8K Buy
152
+141
+1,282% +$7.48K ﹤0.01% 548
2019
Q3 		$1K Buy
+11
New +$581 ﹤0.01% 360

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

Ellevest Inc's AFL Position: Q1 2026 in Review

Ellevest Inc increased its Aflac (AFL) stake by 7.1% in Q1 2026, buying an estimated $37.4K and bringing the position to 5,096 shares worth $559K. The position accounts for 0.08% of the portfolio, ranked #190.

Ellevest Inc first reported a position in AFL in Q3 2019 and has held it in 27 quarters since. The position peaked at $904K in Q1 2025. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Ellevest Inc held 5,096 shares of Aflac worth $559K as of Q1 2026.
  • Ellevest Inc bought 337 Aflac shares in Q1 2026, an estimated $37.4K.
  • Aflac made up 0.08% of Ellevest Inc's portfolio in Q1 2026, its #190 holding.
  • Ellevest Inc first reported a position in Aflac in Q3 2019 and has held it in 27 quarters since.
  • Ellevest Inc's Aflac position peaked at $904K in Q1 2025.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.