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Integrated Wealth Concepts’s Aflac AFL Stock Holding History

Integrated Wealth Concepts’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 		$3.87M Buy
35,236
+14,294
+68% +$1.58M 0.03% 508
2025
Q4 		$2.31M Sell
20,942
-12,618
-38% -$1.39M 0.03% 499
2025
Q3 		$3.75M Buy
33,560
+2,263
+7% +$238K 0.03% 463
2025
Q2 		$3.3M Sell
31,297
-900
-3% -$94.6K 0.03% 463
2025
Q1 		$3.58M Sell
32,197
-4,186
-12% -$444K 0.04% 400
2024
Q4 		$3.76M Sell
36,383
-2,850
-7% -$311K 0.04% 355
2024
Q3 		$4.39M Buy
39,233
+13,885
+55% +$1.41M 0.05% 319
2024
Q2 		$2.26M Buy
25,348
+523
+2% +$45K 0.03% 479
2024
Q1 		$2.13M Sell
24,825
-903
-4% -$74K 0.03% 502
2023
Q4 		$2.12M Sell
25,728
-766
-3% -$61.7K 0.03% 458
2023
Q3 		$2.03M Buy
26,494
+3,628
+16% +$269K 0.04% 446
2023
Q2 		$1.6M Buy
22,866
+7,345
+47% +$492K 0.03% 535
2023
Q1 		$1M Buy
15,521
+6,150
+66% +$421K 0.02% 620
2022
Q4 		$674K Sell
9,371
-7,573
-45% -$507K 0.02% 565
2022
Q3 		$952K Buy
16,944
+6,622
+64% +$390K 0.03% 440
2022
Q2 		$571K Sell
10,322
-133
-1% -$7.85K 0.02% 568
2022
Q1 		$673K Buy
10,455
+843
+9% +$52.8K 0.02% 498
2021
Q4 		$561K Sell
9,612
-272
-3% -$15.2K 0.02% 586
2021
Q3 		$515K Buy
9,884
+1,132
+13% +$61.9K 0.02% 575
2021
Q2 		$470K Buy
8,752
+622
+8% +$33.9K 0.02% 539
2021
Q1 		$416K Buy
8,130
+1,361
+20% +$65.3K 0.02% 520
2020
Q4 		$301K Buy
+6,769
New +$277K 0.01% 512

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

Integrated Wealth Concepts's AFL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Aflac (AFL) stake by 68% in Q1 2026, buying an estimated $1.58M and bringing the position to 35,236 shares worth $3.87M. The position accounts for 0.03% of the portfolio, ranked #508.

Integrated Wealth Concepts first reported a position in AFL in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.39M in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Integrated Wealth Concepts held 35,236 shares of Aflac worth $3.87M as of Q1 2026.
  • Integrated Wealth Concepts bought 14,294 Aflac shares in Q1 2026, an estimated $1.58M.
  • Aflac made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #508 holding.
  • Integrated Wealth Concepts first reported a position in Aflac in Q4 2020 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's Aflac position peaked at $4.39M in Q3 2024.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.