Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$884K Buy
7,819
+117
+2% +$13K 0.02% 261
2025
Q4
$902K Buy
7,702
+95
+1% +$10.5K 0.02% 249
2025
Q3
$835K Buy
7,607
+60
+0.8% +$6.3K 0.02% 258
2025
Q2
$796K Sell
7,547
-15,997
-68% -$1.68M 0.02% 264
2025
Q1
$2.62M Sell
23,544
-39
-0.2% -$4.14K 0.08% 114
2024
Q4
$2.44M Buy
23,583
+35
+0.1% +$3.82K 0.07% 122
2024
Q3
$2.63M Sell
23,548
-246
-1% -$25K 0.08% 119
2024
Q2
$2.13M Buy
23,794
+621
+3% +$53.4K 0.07% 128
2024
Q1
$1.99M Sell
23,173
-6
-0% -$492 0.07% 145
2023
Q4
$1.91M Sell
23,179
-246
-1% -$19.8K 0.07% 147
2023
Q3
$1.8M Sell
23,425
-249
-1% -$18.5K 0.08% 140
2023
Q2
$1.65M Buy
23,674
+489
+2% +$32.7K 0.07% 156
2023
Q1
$1.5M Sell
23,185
-23,719
-51% -$1.62M 0.07% 163
2022
Q4
$3.37M Buy
46,904
+22,998
+96% +$1.54M 0.09% 143
2022
Q3
$1.3M Buy
23,906
+1,351
+6% +$79.5K 0.09% 150
2022
Q2
$1.25M Sell
22,555
-140
-0.6% -$8.26K 0.09% 136
2022
Q1
$1.46M Buy
22,695
+110
+0.5% +$6.89K 0.08% 163
2021
Q4
$1.32M Buy
22,585
+100
+0.4% +$5.6K 0.07% 182
2021
Q3
$1.17M Sell
22,485
-15,834
-41% -$866K 0.06% 187
2021
Q2
$2.06M Sell
38,319
-266
-0.7% -$14.5K 0.11% 131
2021
Q1
$1.98M Sell
38,585
-1,554
-4% -$74.6K 0.12% 126
2020
Q4
$1.78M Buy
40,139
+2,471
+7% +$101K 0.11% 125
2020
Q3
$1.37M Sell
37,668
-609
-2% -$22.2K 0.1% 137
2020
Q2
$1.38M Buy
38,277
+1,074
+3% +$38.8K 0.1% 129
2020
Q1
$1.27M Buy
37,203
+695
+2% +$31.8K 0.12% 115
2019
Q4
$1.93M Buy
36,508
+3,498
+11% +$186K 0.17% 104
2019
Q3
$1.73M Buy
33,010
+460
+1% +$24.3K 0.17% 102
2019
Q2
$1.78M Buy
32,550
+662
+2% +$34.1K 0.17% 106
2019
Q1
$1.59M Sell
31,888
-618
-2% -$29.8K 0.16% 112
2018
Q4
$1.48M Sell
32,506
-753
-2% -$33.5K 0.17% 113
2018
Q3
$1.57M Buy
33,259
+1,922
+6% +$88K 0.18% 93
2018
Q2
$1.35M Buy
31,337
+723
+2% +$32.5K 0.16% 99
2018
Q1
$1.34M Sell
30,614
-366
-1% -$16.2K 0.17% 97
2017
Q4
$1.36M Buy
30,980
+11,816
+62% +$504K 0.16% 102
2017
Q3
$780K Buy
19,164
+274
+1% +$11K 0.12% 121
2017
Q2
$734K Buy
+18,890
New +$710K 0.12% 125
2017
Q1
Sell
-21,686
Closed -$769K 302
2016
Q4
$755K Hold
21,686
0.14% 116
2016
Q3
$779K Buy
21,686
+3,686
+20% +$134K 0.15% 97
2016
Q2
$649K Hold
18,000
0.14% 112
2016
Q1
$568K Sell
18,000
-126
-0.7% -$3.74K 0.13% 113
2015
Q4
$543K Buy
+18,126
New +$564K 0.14% 109

Other funds holding AFL

HBK Sorce Advisory's AFL Position: Q1 2026 in Review

HBK Sorce Advisory increased its Aflac (AFL) stake by 1.5% in Q1 2026, buying an estimated $13K and bringing the position to 7,819 shares worth $884K. The position accounts for 0.02% of the portfolio, ranked #261.

HBK Sorce Advisory first reported a position in AFL in Q4 2015 and has held it in 41 quarters since. The position peaked at $3.37M in Q4 2022. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • HBK Sorce Advisory held 7,819 shares of Aflac worth $884K as of Q1 2026.
  • HBK Sorce Advisory bought 117 Aflac shares in Q1 2026, an estimated $13K.
  • Aflac made up 0.02% of HBK Sorce Advisory's portfolio in Q1 2026, its #261 holding.
  • HBK Sorce Advisory first reported a position in Aflac in Q4 2015 and has held it in 41 quarters since.
  • HBK Sorce Advisory's Aflac position peaked at $3.37M in Q4 2022.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.