Jones Financial Companies
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Jones Financial Companies’s Aflac AFL Stock Holding History

Jones Financial Companies’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 		$17.8M Buy
167,121
+58,774
+54% +$6.51M 0.01% 632
2025
Q4 		$11.9M Buy
108,347
+11,003
+11% +$1.21M 0.01% 411
2025
Q3 		$10.8M Buy
97,344
+10,423
+12% +$1.09M 0.01% 390
2025
Q2 		$9.13M Sell
86,921
-7,318
-8% -$769K 0.01% 373
2025
Q1 		$10.4M Buy
94,239
+20,733
+28% +$2.2M 0.01% 309
2024
Q4 		$7.6M Buy
73,506
+19,132
+35% +$2.09M 0.01% 299
2024
Q3 		$6.02M Buy
54,374
+22,809
+72% +$2.32M 0.01% 270
2024
Q2 		$2.82M Buy
31,565
+24,316
+335% +$2.09M ﹤0.01% 272
2024
Q1 		$622K Buy
7,249
+3,366
+87% +$276K ﹤0.01% 309
2023
Q4 		$320K Sell
3,883
-2,107
-35% -$170K ﹤0.01% 274
2023
Q3 		$460K Sell
5,990
-2,327
-28% -$173K ﹤0.01% 219
2023
Q2 		$581K Sell
8,317
-1,677
-17% -$112K ﹤0.01% 211
2023
Q1 		$645K Sell
9,994
-25,111
-72% -$1.72M ﹤0.01% 200
2022
Q4 		$2.53M Buy
35,105
+25,317
+259% +$1.69M ﹤0.01% 149
2022
Q3 		$550K Sell
9,788
-36
-0.4% -$2.12K ﹤0.01% 186
2022
Q2 		$544K Sell
9,824
-1,269
-11% -$74.9K ﹤0.01% 185
2022
Q1 		$714K Sell
11,093
-550
-5% -$34.4K ﹤0.01% 178
2021
Q4 		$680K Sell
11,643
-362
-3% -$20.3K ﹤0.01% 169
2021
Q3 		$626K Sell
12,005
-356
-3% -$19.5K ﹤0.01% 166
2021
Q2 		$663K Sell
12,361
-2,021
-14% -$110K ﹤0.01% 163
2021
Q1 		$736K Sell
14,382
-353
-2% -$16.9K ﹤0.01% 158
2020
Q4 		$655K Buy
+14,735
New +$603K ﹤0.01% 153
2013
Q4 		– Sell
-1,052
Closed -$33K – 228
2013
Q3 		$33K Buy
1,052
+802
+321% +$24.1K ﹤0.01% 353
2013
Q2 		$7K Buy
+250
New +$6.78K ﹤0.01% 638

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

Jones Financial Companies's AFL Position: Q1 2026 in Review

Jones Financial Companies increased its Aflac (AFL) stake by 54% in Q1 2026, buying an estimated $6.51M and bringing the position to 167,121 shares worth $17.8M. The position accounts for 0.01% of the portfolio, ranked #632.

Jones Financial Companies first reported a position in AFL in Q2 2013 and has held it in 24 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Jones Financial Companies held 167,121 shares of Aflac worth $17.8M as of Q1 2026.
  • Jones Financial Companies bought 58,774 Aflac shares in Q1 2026, an estimated $6.51M.
  • Aflac made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #632 holding.
  • Jones Financial Companies first reported a position in Aflac in Q2 2013 and has held it in 24 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.