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JPL Wealth Management’s Aflac AFL Stock Holding History

JPL Wealth Management’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 		$118K Buy
+1,079
New +$120K 0.03% 151
2025
Q4 		– Sell
-1,091
Closed -$122K – 139
2025
Q3 		$122K Buy
+1,091
New +$115K 0.03% 157

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

JPL Wealth Management's AFL Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Aflac (AFL) in Q1 2026: 1,079 shares worth $118K. The stake represents 0.03% of the portfolio and ranks #151 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AFL as recently as Q3 2025.

JPL Wealth Management first reported a position in AFL in Q3 2025 and has held it in 2 quarters since. The position peaked at $122K in Q3 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • JPL Wealth Management held 1,079 shares of Aflac worth $118K as of Q1 2026.
  • Aflac was a new JPL Wealth Management position in Q1 2026.
  • Aflac made up 0.03% of JPL Wealth Management's portfolio in Q1 2026, its #151 holding.
  • JPL Wealth Management first reported a position in Aflac in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Aflac position peaked at $122K in Q3 2025.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.