ForthRight Wealth Management’s Aflac AFL Stock Holding History

ForthRight Wealth 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	$766K	Sell	6,983 -200	-3%	-$22.2K	0.22%	39
2025 Q4	$792K	Sell	7,183 -103	-1%	-$11.3K	0.23%	37
2025 Q3	$814K	Buy	7,286 +13	+0.2%	+$1.36K	0.24%	36
2025 Q2	$767K	Buy	7,273 +10	+0.1%	+$1.05K	0.24%	36
2025 Q1	$808K	Hold	7,263	–	–	0.27%	32
2024 Q4	$751K	Sell	7,263 -459	-6%	-$50.1K	0.25%	37
2024 Q3	$863K	Sell	7,722 -914	-11%	-$92.9K	0.29%	34
2024 Q2	$771K	Buy	8,636 +1,328	+18%	+$114K	0.28%	35
2024 Q1	$627K	Hold	7,308	–	–	0.23%	40
2023 Q4	$603K	Hold	7,308	–	–	0.23%	38
2023 Q3	$561K	Buy	+7,308	New	+$543K	0.24%	37

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ForthRight Wealth Management's AFL Position: Q1 2026 in Review

ForthRight Wealth Management reduced its Aflac (AFL) stake by 2.8% in Q1 2026, selling an estimated $22.2K and leaving 6,983 shares worth $766K. The position accounts for 0.22% of the portfolio, ranked #39.

ForthRight Wealth Management first reported a position in AFL in Q3 2023 and has held it in 11 quarters since. The position peaked at $863K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

ForthRight Wealth Management held 6,983 shares of Aflac worth $766K as of Q1 2026.
ForthRight Wealth Management sold 200 Aflac shares in Q1 2026, an estimated $22.2K.
Aflac made up 0.22% of ForthRight Wealth Management's portfolio in Q1 2026, its #39 holding.
ForthRight Wealth Management first reported a position in Aflac in Q3 2023 and has held it in 11 quarters since.
ForthRight Wealth Management's Aflac position peaked at $863K in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.