Joel Isaacson & Co’s Aflac AFL Stock Holding History

Joel Isaacson & Co’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	$1.26M	Hold	11,468	–	–	0.04%	173
2025 Q4	$1.26M	Buy	11,468 +128	+1%	+$14.1K	0.04%	169
2025 Q3	$1.27M	Hold	11,340	–	–	0.05%	157
2025 Q2	$1.2M	Hold	11,340	–	–	0.05%	151
2025 Q1	$1.26M	Hold	11,340	–	–	0.06%	142
2024 Q4	$1.17M	Hold	11,340	–	–	0.05%	134
2024 Q3	$1.27M	Hold	11,340	–	–	0.06%	125
2024 Q2	$1.01M	Hold	11,340	–	–	0.05%	133
2024 Q1	$974K	Hold	11,340	–	–	0.05%	139
2023 Q4	$936K	Hold	11,340	–	–	0.06%	130
2023 Q3	$870K	Hold	11,340	–	–	0.06%	130
2023 Q2	$792K	Hold	11,340	–	–	0.05%	142
2023 Q1	$732K	Hold	11,340	–	–	0.05%	141
2022 Q4	$816K	Hold	11,340	–	–	0.06%	131
2022 Q3	$637K	Hold	11,340	–	–	0.06%	138
2022 Q2	$627K	Hold	11,340	–	–	0.05%	140
2022 Q1	$743K	Hold	11,340	–	–	0.05%	141
2021 Q4	$662K	Hold	11,340	–	–	0.05%	158
2021 Q3	$591K	Hold	11,340	–	–	0.04%	164
2021 Q2	$609K	Hold	11,340	–	–	0.05%	156
2021 Q1	$580K	Hold	11,340	–	–	0.05%	146
2020 Q4	$504K	Hold	11,340	–	–	0.05%	145
2020 Q3	$412K	Hold	11,340	–	–	0.05%	143
2020 Q2	$409K	Hold	11,340	–	–	0.06%	134
2020 Q1	$388K	Sell	11,340 -340	-3%	-$15.5K	0.07%	121
2019 Q4	$618K	Hold	11,680	–	–	0.08%	108
2019 Q3	$611K	Hold	11,680	–	–	0.09%	103
2019 Q2	$640K	Hold	11,680	–	–	0.09%	100
2019 Q1	$584K	Hold	11,680	–	–	0.09%	122
2018 Q4	$534K	Hold	11,680	–	–	0.08%	127
2018 Q3	$550K	Hold	11,680	–	–	0.09%	115
2018 Q2	$502K	Hold	11,680	–	–	0.08%	116
2018 Q1	$511K	Hold	11,680	–	–	0.09%	109
2017 Q4	$513K	Hold	11,680	–	–	0.09%	108
2017 Q3	$475K	Hold	11,680	–	–	0.09%	105
2017 Q2	$454K	Hold	11,680	–	–	0.09%	103
2017 Q1	$423K	Hold	11,680	–	–	0.08%	106
2016 Q4	$406K	Hold	11,680	–	–	0.08%	100
2016 Q3	$420K	Hold	11,680	–	–	0.09%	104
2016 Q2	$421K	Hold	11,680	–	–	0.09%	105
2016 Q1	$369K	Hold	11,680	–	–	0.08%	119
2015 Q4	$350K	Hold	11,680	–	–	0.09%	107
2015 Q3	$339K	Hold	11,680	–	–	0.09%	101
2015 Q2	$363K	Hold	11,680	–	–	0.09%	108
2015 Q1	$374K	Hold	11,680	–	–	0.09%	105
2014 Q4	$357K	Hold	11,680	–	–	0.1%	97
2014 Q3	$340K	Hold	11,680	–	–	0.1%	84
2014 Q2	$364K	Sell	11,680 -260	-2%	-$8.11K	0.11%	81
2014 Q1	$376K	Hold	11,940	–	–	0.13%	77
2013 Q4	$399K	Hold	11,940	–	–	0.14%	66
2013 Q3	$370K	Hold	11,940	–	–	0.15%	62
2013 Q2	$347K	Buy	+11,940	New	+$324K	0.16%	63

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

Joel Isaacson & Co's AFL Position: Q1 2026 in Review

Joel Isaacson & Co held its Aflac (AFL) position steady in Q1 2026 at 11,468 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #173.

Joel Isaacson & Co first reported a position in AFL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.27M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Joel Isaacson & Co held 11,468 shares of Aflac worth $1.26M as of Q1 2026.
Joel Isaacson & Co left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.04% of Joel Isaacson & Co's portfolio in Q1 2026, its #173 holding.
Joel Isaacson & Co first reported a position in Aflac in Q2 2013 and has held it in 52 quarters since.
Joel Isaacson & Co's Aflac position peaked at $1.27M in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.