IMA Advisory Services’s Aflac AFL Stock Holding History

IMA Advisory Services’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	$877	Hold	8	–	–	﹤0.01%	800
2025 Q4	$882	Hold	8	–	–	﹤0.01%	803
2025 Q3	$894	Hold	8	–	–	﹤0.01%	370
2025 Q2	$844	Buy	+8	New	+$841	﹤0.01%	359
2018 Q3	–	Sell	-28	Closed	-$1K	–	345
2018 Q2	$1K	Buy	+28	New	+$1.26K	﹤0.01%	413
2015 Q3	–	Sell	-3,330	Closed	-$104K	–	126
2015 Q2	$104K	Buy	+3,330	New	+$105K	0.05%	184

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IMA Advisory Services's AFL Position: Q1 2026 in Review

IMA Advisory Services held its Aflac (AFL) position steady in Q1 2026 at 8 shares worth $877. The position accounts for ﹤0.01% of the portfolio, ranked #800.

IMA Advisory Services first reported a position in AFL in Q2 2015 and has held it in 6 quarters since. The position peaked at $104K in Q2 2015. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

IMA Advisory Services held 8 shares of Aflac worth $877 as of Q1 2026.
IMA Advisory Services left its Aflac share count unchanged in Q1 2026.
Aflac made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #800 holding.
IMA Advisory Services first reported a position in Aflac in Q2 2015 and has held it in 6 quarters since.
IMA Advisory Services's Aflac position peaked at $104K in Q2 2015.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.