GeoWealth Management’s Aflac AFL Stock Holding History

GeoWealth 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	$594K	Buy	5,417 +34	+0.6%	+$3.77K	0.02%	435
2025 Q4	$594K	Buy	5,383 +133	+3%	+$14.7K	0.02%	398
2025 Q3	$586K	Sell	5,250 -366	-7%	-$38.4K	0.02%	411
2025 Q2	$592K	Sell	5,616 -531	-9%	-$55.8K	0.02%	366
2025 Q1	$683K	Sell	6,147 -1,243	-17%	-$132K	0.03%	363
2024 Q4	$764K	Buy	7,390 +1,793	+32%	+$196K	0.03%	365
2024 Q3	$626K	Sell	5,597 -111	-2%	-$11.3K	0.02%	424
2024 Q2	$510K	Buy	5,708 +996	+21%	+$85.6K	0.02%	427
2024 Q1	$405K	Sell	4,712 -9,569	-67%	-$784K	0.02%	494
2023 Q4	$1.18M	Buy	+14,281	New	+$1.15M	0.1%	194
2023 Q3	–	Sell	-7,939	Closed	-$554K	–	482
2023 Q2	$554K	Buy	+7,939	New	+$531K	0.06%	161

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

GeoWealth Management's AFL Position: Q1 2026 in Review

GeoWealth Management increased its Aflac (AFL) stake by 0.63% in Q1 2026, buying an estimated $3.77K and bringing the position to 5,417 shares worth $594K. The position accounts for 0.02% of the portfolio, ranked #435.

GeoWealth Management first reported a position in AFL in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q4 2023. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

GeoWealth Management held 5,417 shares of Aflac worth $594K as of Q1 2026.
GeoWealth Management bought 34 Aflac shares in Q1 2026, an estimated $3.77K.
Aflac made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #435 holding.
GeoWealth Management first reported a position in Aflac in Q2 2023 and has held it in 11 quarters since.
GeoWealth Management's Aflac position peaked at $1.18M in Q4 2023.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

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