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Gladstone Institutional Advisory’s Aflac AFL Stock Holding History

Gladstone Institutional Advisory’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 		$408K Sell
3,718
-52
-1% -$5.76K 0.02% 585
2025
Q4 		$416K Sell
3,770
-367
-9% -$40.4K 0.02% 542
2025
Q3 		$462K Buy
4,137
+272
+7% +$28.6K 0.02% 536
2025
Q2 		$408K Sell
3,865
-42
-1% -$4.41K 0.02% 549
2025
Q1 		$434K Buy
3,907
+36
+0.9% +$3.82K 0.02% 499
2024
Q4 		$400K Sell
3,871
-125
-3% -$13.6K 0.02% 524
2024
Q3 		$447K Buy
3,996
+86
+2% +$8.74K 0.02% 484
2024
Q2 		$349K Sell
3,910
-2,321
-37% -$200K 0.02% 507
2024
Q1 		$535K Sell
6,231
-3,799
-38% -$311K 0.03% 400
2023
Q4 		$828K Sell
10,030
-4,733
-32% -$381K 0.05% 322
2023
Q3 		$1.13M Sell
14,763
-82,564
-85% -$6.13M 0.07% 247
2023
Q2 		$6.79M Buy
97,327
+22,895
+31% +$1.53M 0.41% 55
2023
Q1 		$4.8M Buy
74,432
+26,729
+56% +$1.83M 0.31% 84
2022
Q4 		$3.43M Sell
47,703
-1,023
-2% -$68.5K 0.24% 120
2022
Q3 		$2.74M Buy
48,726
+15,392
+46% +$906K 0.21% 117
2022
Q2 		$1.84M Buy
33,334
+26,777
+408% +$1.58M 0.15% 170
2022
Q1 		$422K Buy
+6,557
New +$411K 0.03% 464

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

Gladstone Institutional Advisory's AFL Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Aflac (AFL) stake by 1.4% in Q1 2026, selling an estimated $5.76K and leaving 3,718 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #585.

Gladstone Institutional Advisory first reported a position in AFL in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.79M in Q2 2023. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Gladstone Institutional Advisory held 3,718 shares of Aflac worth $408K as of Q1 2026.
  • Gladstone Institutional Advisory sold 52 Aflac shares in Q1 2026, an estimated $5.76K.
  • Aflac made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #585 holding.
  • Gladstone Institutional Advisory first reported a position in Aflac in Q1 2022 and has held it in 17 quarters since.
  • Gladstone Institutional Advisory's Aflac position peaked at $6.79M in Q2 2023.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.