EWA
AFL icon

Exencial Wealth Advisors’s Aflac AFL Stock Holding History

Exencial 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 		$1.06M Sell
9,655
-516
-5% -$57.2K 0.03% 286
2025
Q4 		$1.12M Sell
10,171
-66
-0.6% -$7.27K 0.04% 281
2025
Q3 		$1.14M Sell
10,237
-818
-7% -$85.9K 0.04% 272
2025
Q2 		$1.17M Buy
11,055
+126
+1% +$13.2K 0.04% 266
2025
Q1 		$1.22M Buy
10,929
+77
+0.7% +$8.17K 0.05% 265
2024
Q4 		$1.12M Sell
10,852
-76
-0.7% -$8.29K 0.04% 269
2024
Q3 		$1.22M Sell
10,928
-2,748
-20% -$279K 0.04% 257
2024
Q2 		$1.22M Buy
13,676
+2,663
+24% +$229K 0.05% 248
2024
Q1 		$946K Sell
11,013
-1,366
-11% -$112K 0.04% 282
2023
Q4 		$1.02M Buy
12,379
+499
+4% +$40.2K 0.04% 263
2023
Q3 		$912K Sell
11,880
-857
-7% -$63.6K 0.04% 241
2023
Q2 		$889K Sell
12,737
-571
-4% -$38.2K 0.04% 242
2023
Q1 		$859K Sell
13,308
-398
-3% -$27.2K 0.04% 232
2022
Q4 		$986K Sell
13,706
-25
-0.2% -$1.67K 0.05% 220
2022
Q3 		$772K Sell
13,731
-168
-1% -$9.89K 0.05% 231
2022
Q2 		$769K Sell
13,899
-960
-6% -$56.7K 0.04% 241
2022
Q1 		$957K Sell
14,859
-1,658
-10% -$104K 0.05% 236
2021
Q4 		$964K Buy
16,517
+790
+5% +$44.3K 0.05% 235
2021
Q3 		$820K Buy
15,727
+3,191
+25% +$174K 0.04% 204
2021
Q2 		$673K Sell
12,536
-2,414
-16% -$132K 0.04% 276
2021
Q1 		$765K Sell
14,950
-1,662
-10% -$79.7K 0.05% 235
2020
Q4 		$739K Sell
16,612
-17,098
-51% -$700K 0.05% 215
2020
Q3 		$1.23M Buy
33,710
+15,083
+81% +$549K 0.07% 193
2020
Q2 		$671K Buy
+18,627
New +$673K 0.06% 200

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

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

Exencial Wealth Advisors reduced its Aflac (AFL) stake by 5.1% in Q1 2026, selling an estimated $57.2K and leaving 9,655 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #286.

Exencial Wealth Advisors first reported a position in AFL in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.23M in Q3 2020. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Exencial Wealth Advisors held 9,655 shares of Aflac worth $1.06M as of Q1 2026.
  • Exencial Wealth Advisors sold 516 Aflac shares in Q1 2026, an estimated $57.2K.
  • Aflac made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #286 holding.
  • Exencial Wealth Advisors first reported a position in Aflac in Q2 2020 and has held it in 24 quarters since.
  • Exencial Wealth Advisors's Aflac position peaked at $1.23M in Q3 2020.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.