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IBEX Wealth Advisors’s Aflac AFL Stock Holding History

IBEX Wealth Advisors’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 		$1.04M Buy
+9,477
New +$1.05M 0.1% 108
2025
Q4 		– Sell
-11,062
Closed -$1.24M – 125
2025
Q3 		$1.24M Sell
11,062
-104
-0.9% -$10.9K 0.12% 104
2025
Q2 		$1.18M Buy
11,166
+56
+0.5% +$5.88K 0.13% 96
2025
Q1 		$1.24M Buy
11,110
+389
+4% +$41.3K 0.16% 96
2024
Q4 		$1.11M Sell
10,721
-24,277
-69% -$2.65M 0.13% 111
2024
Q3 		$5.74M Buy
34,998
+24,704
+240% +$2.51M 1.57% 22
2024
Q2 		$919K Buy
10,294
+1,395
+16% +$120K 0.14% 80
2024
Q1 		$640K Buy
8,899
+8,890
+98,778% +$729K 0.17% 73
2023
Q4 		$784 Sell
9
-8,011
-100% -$646K 0.17% 66
2023
Q3 		$616K Buy
+8,020
New +$595K 0.16% 72
2023
Q1 		$547K Sell
8,472
-427
-5% -$29.2K 0.14% 82
2022
Q4 		$640K Buy
+8,899
New +$596K 0.14% 106
2017
Q1 		– Sell
-160
Closed -$6K – 84
2016
Q4 		$6K Buy
+160
New +$5.63K ﹤0.01% 347

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

IBEX Wealth Advisors's AFL Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Aflac (AFL) in Q1 2026: 9,477 shares worth $1.04M. The stake represents 0.1% of the portfolio and ranks #108 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in AFL as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in AFL in Q4 2016 and has held it in 13 quarters since. The position peaked at $5.74M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • IBEX Wealth Advisors held 9,477 shares of Aflac worth $1.04M as of Q1 2026.
  • Aflac was a new IBEX Wealth Advisors position in Q1 2026.
  • Aflac made up 0.1% of IBEX Wealth Advisors's portfolio in Q1 2026, its #108 holding.
  • IBEX Wealth Advisors first reported a position in Aflac in Q4 2016 and has held it in 13 quarters since.
  • IBEX Wealth Advisors's Aflac position peaked at $5.74M in Q3 2024.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.