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Essex Financial Services’s Aflac AFL Stock Holding History

Essex Financial Services’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 		$606K Buy
5,527
+557
+11% +$61.7K 0.03% 403
2025
Q4 		$548K Buy
4,970
+1
+0% +$110 0.03% 415
2025
Q3 		$555K Sell
4,969
-365
-7% -$38.3K 0.03% 395
2025
Q2 		$563K Buy
5,334
+724
+16% +$76.1K 0.04% 382
2025
Q1 		$513K Buy
4,610
+197
+4% +$20.9K 0.04% 378
2024
Q4 		$457K Sell
4,413
-291
-6% -$31.7K 0.03% 394
2024
Q3 		$528K Sell
4,704
-136
-3% -$13.8K 0.04% 364
2024
Q2 		$488K Buy
4,840
+509
+12% +$43.8K 0.04% 377
2024
Q1 		$372K Buy
4,331
+920
+27% +$75.4K 0.03% 382
2023
Q4 		$281K Sell
3,411
-514
-13% -$41.4K 0.03% 405
2023
Q3 		$301K Sell
3,925
-99
-2% -$7.35K 0.03% 371
2023
Q2 		$281K Buy
4,024
+7
+0.2% +$469 0.03% 383
2023
Q1 		$259K Buy
4,017
+544
+16% +$37.2K 0.03% 406
2022
Q4 		$249K Buy
+3,473
New +$233K 0.03% 408

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

Essex Financial Services's AFL Position: Q1 2026 in Review

Essex Financial Services increased its Aflac (AFL) stake by 11% in Q1 2026, buying an estimated $61.7K and bringing the position to 5,527 shares worth $606K. The position accounts for 0.03% of the portfolio, ranked #403.

Essex Financial Services first reported a position in AFL in Q4 2022 and has held it in 14 quarters since. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Essex Financial Services held 5,527 shares of Aflac worth $606K as of Q1 2026.
  • Essex Financial Services bought 557 Aflac shares in Q1 2026, an estimated $61.7K.
  • Aflac made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #403 holding.
  • Essex Financial Services first reported a position in Aflac in Q4 2022 and has held it in 14 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.