Gladstone Institutional Advisory
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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
Q3 		$605K Buy
5,411
+1,744
+48% +$209K 0.02% 594
2026
Q2 		$430K Sell
3,667
-51
-1% -$5.87K 0.01% 641
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

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Gladstone Institutional Advisory's AFL Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Aflac (AFL) stake by 48% in Q3 2026, buying an estimated $209K and bringing the position to 5,411 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #594.

Gladstone Institutional Advisory first reported a position in AFL in Q1 2022 and has held it in 19 quarters since. The position peaked at $6.79M in Q2 2023. 1,374 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Gladstone Institutional Advisory held 5,411 shares of Aflac worth $605K as of Q3 2026.
  • Gladstone Institutional Advisory bought 1,744 Aflac shares in Q3 2026, an estimated $209K.
  • Aflac made up 0.02% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #594 holding.
  • Gladstone Institutional Advisory first reported a position in Aflac in Q1 2022 and has held it in 19 quarters since.
  • Gladstone Institutional Advisory's Aflac position peaked at $6.79M in Q2 2023.
  • 1,374 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.