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Independent Advisor Alliance’s Aflac AFL Stock Holding History

Independent Advisor Alliance’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 		$4.03M Sell
36,734
-1,971
-5% -$218K 0.04% 370
2025
Q4 		$4.27M Sell
38,705
-476
-1% -$52.4K 0.1% 158
2025
Q3 		$4.38M Sell
39,181
-156
-0.4% -$16.4K 0.11% 155
2025
Q2 		$4.15M Sell
39,337
-1,800
-4% -$189K 0.12% 144
2025
Q1 		$4.57M Sell
41,137
-691
-2% -$73.3K 0.15% 116
2024
Q4 		$4.33M Buy
41,828
+2,435
+6% +$266K 0.06% 301
2024
Q3 		$4.4M Buy
+39,393
New +$4M 0.16% 112
2024
Q2 		– Sell
-40,158
Closed -$3.45M – 705
2024
Q1 		$3.45M Buy
40,158
+679
+2% +$55.7K 0.12% 145
2023
Q4 		$3.26M Sell
39,479
-5,975
-13% -$481K 0.12% 146
2023
Q3 		$3.49M Sell
45,454
-994
-2% -$73.8K 0.16% 125
2023
Q2 		$3.24M Buy
46,448
+344
+0.7% +$23K 0.14% 133
2023
Q1 		$2.97M Buy
46,104
+995
+2% +$68.1K 0.14% 135
2022
Q4 		$3.25K Sell
45,109
-2,717
-6% -$182K ﹤0.01% 209
2022
Q3 		$2.69M Sell
47,826
-9,485
-17% -$558K 0.16% 126
2022
Q2 		$3.17M Buy
57,311
+41,359
+259% +$2.44M 0.18% 114
2022
Q1 		$1.03M Sell
15,952
-717
-4% -$44.9K 0.05% 276
2021
Q4 		$973K Buy
16,669
+8,838
+113% +$495K 0.05% 280
2021
Q3 		$408K Buy
7,831
+922
+13% +$50.4K 0.02% 423
2021
Q2 		$371K Buy
6,909
+1,261
+22% +$68.8K 0.02% 457
2021
Q1 		$289K Sell
5,648
-1,025
-15% -$49.2K 0.02% 491
2020
Q4 		$297K Buy
+6,673
New +$273K 0.02% 435
2018
Q2 		– Sell
-5,170
Closed -$222K – 356
2018
Q1 		$222K Sell
5,170
-4,422
-46% -$196K 0.05% 301
2017
Q4 		$431K Buy
9,592
+3,468
+57% +$148K 0.1% 194
2017
Q3 		$253K Sell
6,124
-1,000
-14% -$40.3K 0.07% 227
2017
Q2 		$277K Buy
7,124
+182
+3% +$6.84K 0.09% 196
2017
Q1 		$251K Sell
6,942
-158
-2% -$5.6K 0.04% 340
2016
Q4 		$249K Buy
+7,100
New +$250K 0.11% 151

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

Independent Advisor Alliance's AFL Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Aflac (AFL) stake by 5.1% in Q1 2026, selling an estimated $218K and leaving 36,734 shares worth $4.03M. The position accounts for 0.04% of the portfolio, ranked #370.

Independent Advisor Alliance first reported a position in AFL in Q4 2016 and has held it in 27 quarters since. The position peaked at $4.57M in Q1 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Independent Advisor Alliance held 36,734 shares of Aflac worth $4.03M as of Q1 2026.
  • Independent Advisor Alliance sold 1,971 Aflac shares in Q1 2026, an estimated $218K.
  • Aflac made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #370 holding.
  • Independent Advisor Alliance first reported a position in Aflac in Q4 2016 and has held it in 27 quarters since.
  • Independent Advisor Alliance's Aflac position peaked at $4.57M in Q1 2025.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.