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Guardian Wealth Advisors (North Carolina)’s Aflac AFL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$431K Sell
3,932
-274
-7% -$30.4K 0.03% 236
2025
Q4 		$464K Buy
4,206
+186
+5% +$20.5K 0.03% 226
2025
Q3 		$449K Buy
4,020
+78
+2% +$8.19K 0.03% 226
2025
Q2 		$416K Sell
3,942
-21
-0.5% -$2.21K 0.03% 217
2025
Q1 		$441K Buy
3,963
+19
+0.5% +$2.02K 0.04% 203
2024
Q4 		$408K Buy
3,944
+28
+0.7% +$3.05K 0.03% 212
2024
Q3 		$438K Sell
3,916
-36
-0.9% -$3.66K 0.05% 177
2024
Q2 		$353K Sell
3,952
-100
-2% -$8.6K 0.04% 186
2024
Q1 		$348K Buy
4,052
+110
+3% +$9.02K 0.04% 195
2023
Q4 		$325K Sell
3,942
-20
-0.5% -$1.61K 0.05% 185
2023
Q3 		$304K Buy
3,962
+24
+0.6% +$1.78K 0.05% 185
2023
Q2 		$275K Buy
3,938
+183
+5% +$12.2K 0.05% 180
2023
Q1 		$242K Buy
+3,755
New +$257K 0.04% 186

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

Guardian Wealth Advisors (North Carolina)'s AFL Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Aflac (AFL) stake by 6.5% in Q1 2026, selling an estimated $30.4K and leaving 3,932 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #236.

Guardian Wealth Advisors (North Carolina) first reported a position in AFL in Q1 2023 and has held it in 13 quarters since. The position peaked at $464K in Q4 2025. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 3,932 shares of Aflac worth $431K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 274 Aflac shares in Q1 2026, an estimated $30.4K.
  • Aflac made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #236 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Aflac in Q1 2023 and has held it in 13 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Aflac position peaked at $464K in Q4 2025.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.