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Family Management’s Aflac AFL Stock Holding History

Family 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 		$207K Sell
1,883
-30,074
-94% -$3.33M 0.02% 254
2025
Q4 		$3.52M Buy
31,957
+506
+2% +$55.7K 0.45% 59
2025
Q3 		$3.51M Buy
31,451
+631
+2% +$66.3K 0.48% 55
2025
Q2 		$3.25M Buy
30,820
+297
+1% +$31.2K 0.49% 55
2025
Q1 		$3.39M Buy
30,523
+974
+3% +$103K 0.55% 47
2024
Q4 		$3.06M Buy
29,549
+1,337
+5% +$146K 0.49% 50
2024
Q3 		$3.15M Buy
28,212
+1,228
+5% +$125K 0.52% 51
2024
Q2 		$2.41M Buy
26,984
+1,950
+8% +$168K 0.42% 58
2024
Q1 		$2.15M Buy
+25,034
New +$2.05M 0.4% 61
2022
Q1 		– Sell
-10,481
Closed -$612K – 169
2021
Q4 		$612K Buy
+10,481
New +$587K 0.16% 94

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

Family Management's AFL Position: Q1 2026 in Review

Family Management reduced its Aflac (AFL) stake by 94% in Q1 2026, selling an estimated $3.33M and leaving 1,883 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #254.

Family Management first reported a position in AFL in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.52M in Q4 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Family Management held 1,883 shares of Aflac worth $207K as of Q1 2026.
  • Family Management sold 30,074 Aflac shares in Q1 2026, an estimated $3.33M.
  • Aflac made up 0.02% of Family Management's portfolio in Q1 2026, its #254 holding.
  • Family Management first reported a position in Aflac in Q4 2021 and has held it in 10 quarters since.
  • Family Management's Aflac position peaked at $3.52M in Q4 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

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