Legacy Advisors
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Legacy Advisors’s Aflac AFL Stock Holding History

Legacy 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
Q3 		– Sell
-3,030
Closed -$355K – 320
2026
Q2 		$355K Buy
+3,030
New +$349K 0.03% 221
2025
Q1 		$292K Buy
2,625
+159
+6% +$16.9K 0.03% 332
2024
Q4 		$255K Sell
2,466
-1,141
-32% -$124K 0.02% 337
2024
Q3 		$403K Sell
3,607
-39
-1% -$3.96K 0.04% 262
2024
Q2 		$326K Buy
3,646
+500
+16% +$43K 0.04% 240
2024
Q1 		$270K Sell
3,146
-678
-18% -$55.6K 0.03% 260
2023
Q4 		$315K Sell
3,824
-1,389
-27% -$112K 0.04% 237
2023
Q3 		$400K Buy
5,213
+144
+3% +$10.7K 0.06% 203
2023
Q2 		$354K Sell
5,069
-638
-11% -$42.7K 0.05% 202
2023
Q1 		$368K Sell
5,707
-42
-0.7% -$2.88K 0.07% 179
2022
Q4 		$414K Buy
+5,749
New +$385K 0.08% 158
2019
Q3 		– Sell
-288
Closed -$16K – 119
2019
Q2 		$16K Sell
288
-1,230
-81% -$63.4K 0.01% 270
2019
Q1 		$76K Buy
+1,518
New +$73.2K 0.02% 180
2018
Q4 		– Sell
-35,708
Closed -$1.68M – 120
2018
Q3 		$1.68M Buy
35,708
+35,420
+12,299% +$1.62M 0.83% 33
2018
Q2 		$12K Hold
288
– – 0.01% 291
2018
Q1 		$13K Sell
288
-2,654
-90% -$117K 0.01% 241
2017
Q4 		$129K Buy
2,942
+2,654
+922% +$113K 0.13% 75
2017
Q3 		$11K Hold
288
– – 0.01% 204
2017
Q2 		$11K Hold
288
– – 0.01% 161
2017
Q1 		$10K Sell
288
-728
-72% -$25.8K 0.01% 155
2016
Q4 		$35K Buy
+1,016
New +$35.8K 0.05% 118

Other funds holding AFL

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Legacy Advisors's AFL Position: Q3 2026 in Review

Legacy Advisors sold out of Aflac (AFL) in Q3 2026, closing a stake of 3,030 shares — an estimated $355K sold.

Legacy Advisors first reported a position in AFL in Q4 2016 and held it in 21 quarters. The position peaked at $1.68M in Q3 2018. 1,455 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Legacy Advisors reported no remaining Aflac position as of Q3 2026 after selling out during the quarter.
  • Legacy Advisors sold 3,030 Aflac shares in Q3 2026, an estimated $355K.
  • Legacy Advisors first reported a position in Aflac in Q4 2016 and held it in 21 quarters.
  • Legacy Advisors's Aflac position peaked at $1.68M in Q3 2018.
  • 1,455 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.