Great Valley Advisor Group’s Aflac AFL Stock Holding History

Great Valley Advisor Group’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	$363K	Sell	3,306 -195	-6%	-$21.6K	0.01%	763
2025 Q4	$386K	Sell	3,501 -46	-1%	-$5.07K	0.01%	710
2025 Q3	$396K	Sell	3,547 -74	-2%	-$7.77K	0.01%	694
2025 Q2	$382K	Sell	3,621 -233	-6%	-$24.5K	0.01%	675
2025 Q1	$429K	Sell	3,854 -5	-0.1%	-$530	0.01%	630
2024 Q4	$399K	Buy	3,859 +97	+3%	+$10.6K	0.01%	622
2024 Q3	$421K	Buy	3,762 +209	+6%	+$21.2K	0.01%	603
2024 Q2	$318K	Buy	3,553 +180	+5%	+$15.5K	0.01%	630
2024 Q1	$289K	Sell	3,373 -265	-7%	-$21.7K	0.01%	615
2023 Q4	$300K	Buy	3,638 +485	+15%	+$39.1K	0.01%	576
2023 Q3	$242K	Sell	3,153 -9	-0.3%	-$668	0.01%	586
2023 Q2	$220K	Buy	+3,162	New	+$212K	0.01%	638
2023 Q1	–	Sell	-3,039	Closed	-$219K	–	700
2022 Q4	$219K	Buy	+3,039	New	+$203K	0.01%	628

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

Great Valley Advisor Group's AFL Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Aflac (AFL) stake by 5.6% in Q1 2026, selling an estimated $21.6K and leaving 3,306 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #763.

Great Valley Advisor Group first reported a position in AFL in Q4 2022 and has held it in 13 quarters since. The position peaked at $429K in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Great Valley Advisor Group held 3,306 shares of Aflac worth $363K as of Q1 2026.
Great Valley Advisor Group sold 195 Aflac shares in Q1 2026, an estimated $21.6K.
Aflac made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #763 holding.
Great Valley Advisor Group first reported a position in Aflac in Q4 2022 and has held it in 13 quarters since.
Great Valley Advisor Group's Aflac position peaked at $429K in Q1 2025.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.