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Evelyn Partners Asset Management’s Aflac AFL Stock Holding History

Evelyn Partners Asset Management’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 		$11.2K Hold
102
– – ﹤0.01% 253
2025
Q4 		$11.2K Buy
+102
New +$11.2K ﹤0.01% 225

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VCM
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State Street
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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

Evelyn Partners Asset Management's AFL Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Aflac (AFL) position steady in Q1 2026 at 102 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Evelyn Partners Asset Management first reported a position in AFL in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.2K in Q4 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Evelyn Partners Asset Management held 102 shares of Aflac worth $11.2K as of Q1 2026.
  • Evelyn Partners Asset Management left its Aflac share count unchanged in Q1 2026.
  • Aflac made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #253 holding.
  • Evelyn Partners Asset Management first reported a position in Aflac in Q4 2025 and has held it in 2 quarters since.
  • Evelyn Partners Asset Management's Aflac position peaked at $11.2K in Q4 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.