EPW
AFL icon

Evolve Private Wealth’s Aflac AFL Stock Holding History

Evolve Private Wealth’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 		$834K Sell
7,599
-163
-2% -$18.1K 0.04% 380
2025
Q4 		$856K Buy
+7,762
New +$855K 0.05% 346

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

Evolve Private Wealth's AFL Position: Q1 2026 in Review

Evolve Private Wealth reduced its Aflac (AFL) stake by 2.1% in Q1 2026, selling an estimated $18.1K and leaving 7,599 shares worth $834K. The position accounts for 0.04% of the portfolio, ranked #380.

Evolve Private Wealth first reported a position in AFL in Q4 2025 and has held it in 2 quarters since. The position peaked at $856K in Q4 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Evolve Private Wealth held 7,599 shares of Aflac worth $834K as of Q1 2026.
  • Evolve Private Wealth sold 163 Aflac shares in Q1 2026, an estimated $18.1K.
  • Aflac made up 0.04% of Evolve Private Wealth's portfolio in Q1 2026, its #380 holding.
  • Evolve Private Wealth first reported a position in Aflac in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Aflac position peaked at $856K in Q4 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.