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Heritage Wealth Management (Ohio)’s Aflac AFL Stock Holding History

Heritage Wealth Management (Ohio)’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 		$533K Sell
4,858
-50
-1% -$5.54K 0.26% 92
2025
Q4 		$541K Sell
4,908
-15
-0.3% -$1.65K 0.15% 144
2025
Q3 		$550K Hold
4,923
– – 0.16% 134
2025
Q2 		$519K Sell
4,923
-525
-10% -$55.2K 0.17% 135
2025
Q1 		$606K Sell
5,448
-570
-9% -$60.5K 0.21% 116
2024
Q4 		$623K Sell
6,018
-30
-0.5% -$3.27K 0.21% 116
2024
Q3 		$676K Sell
6,048
-150
-2% -$15.2K 0.22% 116
2024
Q2 		$552K Buy
+6,198
New +$533K 0.19% 122

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

Heritage Wealth Management (Ohio)'s AFL Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Aflac (AFL) stake by 1% in Q1 2026, selling an estimated $5.54K and leaving 4,858 shares worth $533K. The position accounts for 0.26% of the portfolio, ranked #92.

Heritage Wealth Management (Ohio) first reported a position in AFL in Q2 2024 and has held it in 8 quarters since. The position peaked at $676K in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 4,858 shares of Aflac worth $533K as of Q1 2026.
  • Heritage Wealth Management (Ohio) sold 50 Aflac shares in Q1 2026, an estimated $5.54K.
  • Aflac made up 0.26% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #92 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Aflac in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Aflac position peaked at $676K in Q3 2024.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.