Ellis Investment Partners’s Aflac AFL Stock Holding History

Ellis Investment Partners’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	$422K	Buy	3,850 +6	+0.2%	+$665	0.07%	181
2025 Q4	$424K	Buy	3,844 +11	+0.3%	+$1.21K	0.07%	179
2025 Q3	$428K	Buy	3,833 +161	+4%	+$16.9K	0.08%	164
2025 Q2	$387K	Buy	3,672 +6	+0.2%	+$630	0.08%	172
2025 Q1	$408K	Buy	3,666 +6	+0.2%	+$636	0.08%	156
2024 Q4	$379K	Buy	3,660 +4	+0.1%	+$436	0.07%	161
2024 Q3	$409K	Buy	3,656 +5	+0.1%	+$508	0.08%	159
2024 Q2	$326K	Buy	3,651 +6	+0.2%	+$516	0.07%	173
2024 Q1	$313K	Buy	3,645 +6	+0.2%	+$492	0.07%	174
2023 Q4	$300K	Buy	3,639 +6	+0.2%	+$483	0.07%	168
2023 Q3	$279K	Buy	3,633 +5	+0.1%	+$371	0.07%	169
2023 Q2	$253K	Buy	3,628 +7	+0.2%	+$469	0.06%	180
2023 Q1	$234K	Buy	3,621 +6	+0.2%	+$411	0.06%	189
2022 Q4	$260K	Buy	3,615 +6	+0.2%	+$402	0.07%	177
2022 Q3	$202K	Buy	3,609 +7	+0.2%	+$412	0.06%	189
2022 Q2	$199K	Buy	3,602 +7	+0.2%	+$413	0.05%	200
2022 Q1	$231K	Buy	3,595 +6	+0.2%	+$376	0.05%	196
2021 Q4	$209K	Buy	3,589 +6	+0.2%	+$336	0.05%	218
2021 Q3	$186K	Buy	3,583 +983	+38%	+$53.7K	0.05%	219
2021 Q2	$139K	Hold	2,600	–	–	0.04%	262
2021 Q1	$133K	Hold	2,600	–	–	0.04%	258
2020 Q4	$116K	Hold	2,600	–	–	0.04%	262
2020 Q3	$94K	Hold	2,600	–	–	0.03%	266
2020 Q2	$92K	Hold	2,600	–	–	0.03%	262
2020 Q1	$82K	Hold	2,600	–	–	0.04%	223
2019 Q4	$138K	Hold	2,600	–	–	0.05%	189
2019 Q3	$134K	Hold	2,600	–	–	0.05%	188
2019 Q2	$145K	Buy	+2,600	New	+$134K	0.05%	178

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

Ellis Investment Partners's AFL Position: Q1 2026 in Review

Ellis Investment Partners increased its Aflac (AFL) stake by 0.16% in Q1 2026, buying an estimated $665 and bringing the position to 3,850 shares worth $422K. The position accounts for 0.07% of the portfolio, ranked #181.

Ellis Investment Partners first reported a position in AFL in Q2 2019 and has held it in 28 quarters since. The position peaked at $428K in Q3 2025. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Ellis Investment Partners held 3,850 shares of Aflac worth $422K as of Q1 2026.
Ellis Investment Partners bought 6 Aflac shares in Q1 2026, an estimated $665.
Aflac made up 0.07% of Ellis Investment Partners's portfolio in Q1 2026, its #181 holding.
Ellis Investment Partners first reported a position in Aflac in Q2 2019 and has held it in 28 quarters since.
Ellis Investment Partners's Aflac position peaked at $428K in Q3 2025.
1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Ellis Investment Partners's 13F filing for Q1 2026, filed 12 May 2026.