Foundations Investment Advisors’s Aflac AFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.02M Buy
9,335
+313
+3% +$34.7K 0.01% 518
2025
Q4
$995K Sell
9,022
-166
-2% -$18.3K 0.01% 516
2025
Q3
$1.03M Buy
9,188
+1,588
+21% +$167K 0.01% 464
2025
Q2
$801K Sell
7,600
-280
-4% -$29.4K 0.01% 479
2025
Q1
$876K Buy
7,880
+1,885
+31% +$200K 0.02% 438
2024
Q4
$620K Buy
5,995
+212
+4% +$23.1K 0.01% 501
2024
Q3
$647K Buy
5,783
+710
+14% +$72.2K 0.01% 455
2024
Q2
$453K Buy
5,073
+474
+10% +$40.8K 0.01% 519
2024
Q1
$395K Sell
4,599
-2,485
-35% -$204K 0.01% 516
2023
Q4
$540K Buy
7,084
+3,196
+82% +$258K 0.01% 422
2023
Q3
$298K Buy
3,888
+151
+4% +$11.2K 0.01% 511
2023
Q2
$261K Buy
+3,737
New +$250K 0.01% 496

Other funds holding AFL

Foundations Investment Advisors's AFL Position: Q1 2026 in Review

Foundations Investment Advisors increased its Aflac (AFL) stake by 3.5% in Q1 2026, buying an estimated $34.7K and bringing the position to 9,335 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #518.

Foundations Investment Advisors first reported a position in AFL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q3 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Foundations Investment Advisors held 9,335 shares of Aflac worth $1.02M as of Q1 2026.
  • Foundations Investment Advisors bought 313 Aflac shares in Q1 2026, an estimated $34.7K.
  • Aflac made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #518 holding.
  • Foundations Investment Advisors first reported a position in Aflac in Q2 2023 and has held it in 12 quarters since.
  • Foundations Investment Advisors's Aflac position peaked at $1.03M in Q3 2025.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.