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HB Wealth Management’s Aflac AFL Stock Holding History

HB Wealth 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 		$7.36M Buy
67,076
+2,597
+4% +$288K 0.05% 197
2025
Q4 		$7.11M Sell
64,479
-10,544
-14% -$1.16M 0.05% 206
2025
Q3 		$8.38M Buy
75,023
+23,840
+47% +$2.5M 0.06% 181
2025
Q2 		$5.4M Sell
51,183
-28,150
-35% -$2.96M 0.04% 218
2025
Q1 		$8.82M Buy
79,333
+13,621
+21% +$1.44M 0.07% 146
2024
Q4 		$6.8M Buy
65,712
+522
+0.8% +$56.9K 0.07% 132
2024
Q3 		$7.29M Buy
65,190
+2,036
+3% +$207K 0.08% 124
2024
Q2 		$5.64M Sell
63,154
-366
-0.6% -$31.5K 0.07% 140
2024
Q1 		$5.45M Buy
63,520
+6,074
+11% +$498K 0.07% 143
2023
Q4 		$4.74M Sell
57,446
-920
-2% -$74.1K 0.07% 140
2023
Q3 		$4.48M Buy
58,366
+702
+1% +$52.1K 0.07% 137
2023
Q2 		$4.02M Buy
57,664
+23,575
+69% +$1.58M 0.06% 146
2023
Q1 		$2.2M Sell
34,089
-158
-0.5% -$10.8K 0.04% 187
2022
Q4 		$2.46M Buy
34,247
+4,743
+16% +$318K 0.04% 178
2022
Q3 		$1.66M Sell
29,504
-810
-3% -$47.7K 0.04% 197
2022
Q2 		$1.68M Buy
30,314
+1,954
+7% +$115K 0.03% 191
2022
Q1 		$1.83M Buy
28,360
+19,341
+214% +$1.21M 0.03% 194
2021
Q4 		$527K Buy
+9,019
New +$505K 0.01% 310

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

HB Wealth Management's AFL Position: Q1 2026 in Review

HB Wealth Management increased its Aflac (AFL) stake by 4% in Q1 2026, buying an estimated $288K and bringing the position to 67,076 shares worth $7.36M. The position accounts for 0.05% of the portfolio, ranked #197.

HB Wealth Management first reported a position in AFL in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.82M in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • HB Wealth Management held 67,076 shares of Aflac worth $7.36M as of Q1 2026.
  • HB Wealth Management bought 2,597 Aflac shares in Q1 2026, an estimated $288K.
  • Aflac made up 0.05% of HB Wealth Management's portfolio in Q1 2026, its #197 holding.
  • HB Wealth Management first reported a position in Aflac in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Aflac position peaked at $8.82M in Q1 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.