FGAM
AFL icon

Financial Gravity Asset Management’s Aflac AFL Stock Holding History

Financial Gravity 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 		$21.9K Hold
200
– – ﹤0.01% 438
2025
Q4 		$22.1K Buy
+200
New +$22K ﹤0.01% 364
2024
Q2 		– Sell
-205
Closed -$17.6K – 1436
2024
Q1 		$17.6K Buy
205
+94
+85% +$7.71K ﹤0.01% 572
2023
Q4 		$9.07K Buy
111
+50
+82% +$4.03K ﹤0.01% 797
2023
Q3 		$4.79K Sell
61
-9
-13% -$668 ﹤0.01% 634
2023
Q2 		$9.42K Buy
70
+5
+8% +$335 0.03% 354
2023
Q1 		$3 Sell
65
-7
-10% -$479 ﹤0.01% 945
2022
Q4 		$1.59K Buy
72
+16
+29% +$1.07K 0.01% 580
2022
Q3 		$3 Buy
+56
New +$3.3K ﹤0.01% 797
2022
Q2 		– Sell
-199
Closed -$13 – 730
2022
Q1 		$13 Buy
199
+83
+72% +$5.2K ﹤0.01% 762
2021
Q4 		$40 Buy
116
+115
+11,500% +$6.45K ﹤0.01% 733
2021
Q3 		$52K Buy
+1
New +$55 0.02% 549
2019
Q4 		– Sell
-50
Closed -$3K – 1368
2019
Q3 		$3K Buy
50
+46
+1,150% +$2.43K ﹤0.01% 771
2019
Q2 		$0 Sell
4
-42
-91% -$2.17K ﹤0.01% 1210
2019
Q1 		$2K Buy
+46
New +$2.22K ﹤0.01% 896
2018
Q3 		$2K Sell
47
-1
-2% -$46 ﹤0.01% 917
2018
Q2 		$2K Sell
48
-22
-31% -$988 ﹤0.01% 947
2018
Q1 		$3K Buy
+70
New +$3.1K ﹤0.01% 821

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

Financial Gravity Asset Management's AFL Position: Q1 2026 in Review

Financial Gravity Asset Management held its Aflac (AFL) position steady in Q1 2026 at 200 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Financial Gravity Asset Management first reported a position in AFL in Q1 2018 and has held it in 18 quarters since. The position peaked at $52K in Q3 2021. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Financial Gravity Asset Management held 200 shares of Aflac worth $21.9K as of Q1 2026.
  • Financial Gravity Asset Management left its Aflac share count unchanged in Q1 2026.
  • Aflac made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #438 holding.
  • Financial Gravity Asset Management first reported a position in Aflac in Q1 2018 and has held it in 18 quarters since.
  • Financial Gravity Asset Management's Aflac position peaked at $52K in Q3 2021.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.