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Kingswood Wealth Advisors’s Aflac AFL Stock Holding History

Kingswood Wealth Advisors’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 		$1.11M Sell
10,118
-1,191
-11% -$132K 0.05% 358
2025
Q4 		$1.25M Buy
11,309
+1,012
+10% +$111K 0.06% 309
2025
Q3 		$1.15M Buy
10,297
+1,735
+20% +$182K 0.07% 291
2025
Q2 		$903K Buy
8,562
+1,897
+28% +$199K 0.07% 281
2025
Q1 		$742K Sell
6,665
-1,046
-14% -$111K 0.07% 311
2024
Q4 		$798K Sell
7,711
-4,467
-37% -$487K 0.06% 319
2024
Q3 		$1.36M Buy
12,178
+6,634
+120% +$674K 0.1% 236
2024
Q2 		$495K Sell
5,544
-1,262
-19% -$108K 0.04% 393
2024
Q1 		$584K Buy
6,806
+4,205
+162% +$345K 0.07% 309
2023
Q4 		$215K Buy
+2,601
New +$210K 0.02% 565

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

Kingswood Wealth Advisors's AFL Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Aflac (AFL) stake by 11% in Q1 2026, selling an estimated $132K and leaving 10,118 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #358.

Kingswood Wealth Advisors first reported a position in AFL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Kingswood Wealth Advisors held 10,118 shares of Aflac worth $1.11M as of Q1 2026.
  • Kingswood Wealth Advisors sold 1,191 Aflac shares in Q1 2026, an estimated $132K.
  • Aflac made up 0.05% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #358 holding.
  • Kingswood Wealth Advisors first reported a position in Aflac in Q4 2023 and has held it in 10 quarters since.
  • Kingswood Wealth Advisors's Aflac position peaked at $1.36M in Q3 2024.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.