EP Wealth Advisors’s Aflac AFL Stock Holding History

EP Wealth Advisors’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	$1.94M	Sell	17,727 -644	-4%	-$71.4K	0.01%	484
2025 Q4	$2.03M	Buy	+18,371	New	+$2.02M	0.01%	445
2025 Q2	$1.91M	Buy	18,103 +1,138	+7%	+$120K	0.01%	425
2025 Q1	$1.89M	Buy	16,965 +288	+2%	+$30.5K	0.02%	380
2024 Q4	$1.73M	Buy	16,677 +2,433	+17%	+$265K	0.01%	381
2024 Q3	$1.59M	Buy	14,244 +8,552	+150%	+$869K	0.01%	401
2024 Q2	$508K	Buy	5,692 +1,394	+32%	+$120K	0.01%	529
2024 Q1	$369K	Buy	4,298 +67	+2%	+$5.49K	﹤0.01%	576
2023 Q4	$349K	Buy	4,231 +120	+3%	+$9.67K	﹤0.01%	575
2023 Q3	$316K	Buy	4,111 +181	+5%	+$13.4K	﹤0.01%	551
2023 Q2	$350K	Hold	3,930	–	–	0.01%	533
2023 Q1	$254K	Buy	3,930 +909	+30%	+$62.2K	﹤0.01%	525
2022 Q4	$217K	Buy	+3,021	New	+$202K	﹤0.01%	532

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

EP Wealth Advisors's AFL Position: Q1 2026 in Review

EP Wealth Advisors reduced its Aflac (AFL) stake by 3.5% in Q1 2026, selling an estimated $71.4K and leaving 17,727 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #484.

EP Wealth Advisors first reported a position in AFL in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.03M in Q4 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

EP Wealth Advisors held 17,727 shares of Aflac worth $1.94M as of Q1 2026.
EP Wealth Advisors sold 644 Aflac shares in Q1 2026, an estimated $71.4K.
Aflac made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #484 holding.
EP Wealth Advisors first reported a position in Aflac in Q4 2022 and has held it in 13 quarters since.
EP Wealth Advisors's Aflac position peaked at $2.03M in Q4 2025.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.