Invictus Private Wealth’s Aflac AFL Stock Holding History

Invictus Private Wealth’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	$329K	Sell	2,997 -156	-5%	-$17.3K	0.02%	67
2025 Q4	$348K	Sell	3,153 -55	-2%	-$6.06K	0.02%	63
2025 Q3	$358K	Sell	3,208 -90	-3%	-$9.45K	0.02%	66
2025 Q2	$348K	Sell	3,298 -504	-13%	-$53K	0.02%	63
2025 Q1	$423K	Sell	3,802 -130	-3%	-$13.8K	0.03%	60
2024 Q4	$407K	Sell	3,932 -499	-11%	-$54.4K	0.03%	62
2024 Q3	$495K	Sell	4,431 -240	-5%	-$24.4K	0.04%	59
2024 Q2	$417K	Sell	4,671 -284	-6%	-$24.4K	0.04%	61
2024 Q1	$425K	Sell	4,955 -182	-4%	-$14.9K	0.04%	59
2023 Q4	$424K	Sell	5,137 -89	-2%	-$7.17K	0.04%	61
2023 Q3	$401K	Sell	5,226 -3	-0.1%	-$223	0.04%	60
2023 Q2	$365K	Hold	5,229	–	–	0.04%	70
2023 Q1	$337K	Hold	5,229	–	–	0.04%	66
2022 Q4	$376K	Buy	+5,229	New	+$350K	0.05%	58

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

Invictus Private Wealth's AFL Position: Q1 2026 in Review

Invictus Private Wealth reduced its Aflac (AFL) stake by 4.9% in Q1 2026, selling an estimated $17.3K and leaving 2,997 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #67.

Invictus Private Wealth first reported a position in AFL in Q4 2022 and has held it in 14 quarters since. The position peaked at $495K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Invictus Private Wealth held 2,997 shares of Aflac worth $329K as of Q1 2026.
Invictus Private Wealth sold 156 Aflac shares in Q1 2026, an estimated $17.3K.
Aflac made up 0.02% of Invictus Private Wealth's portfolio in Q1 2026, its #67 holding.
Invictus Private Wealth first reported a position in Aflac in Q4 2022 and has held it in 14 quarters since.
Invictus Private Wealth's Aflac position peaked at $495K in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Invictus Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.