Legacy Financial Advisors’s Aflac AFL Stock Holding History

Legacy Financial 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	$247K	Sell	2,255 -315	-12%	-$34.9K	0.03%	358
2025 Q4	$283K	Sell	2,570 -71	-3%	-$7.82K	0.04%	324
2025 Q3	$295K	Buy	2,641 +575	+28%	+$60.4K	0.04%	324
2025 Q2	$218K	Sell	2,066 -105	-5%	-$11K	0.03%	322
2025 Q1	$241K	Buy	2,171 +3	+0.1%	+$318	0.04%	316
2024 Q4	$224K	Sell	2,168 -197	-8%	-$21.5K	0.04%	315
2024 Q3	$264K	Sell	2,365 -99	-4%	-$10.1K	0.04%	295
2024 Q2	$220K	Buy	+2,464	New	+$212K	0.04%	306
2019 Q2	–	Sell	-1,608	Closed	-$80K	–	136
2019 Q1	$80K	Buy	1,608 +107	+7%	+$5.16K	0.03%	198
2018 Q4	$68K	Buy	1,501 +845	+129%	+$37.6K	0.03%	188
2018 Q3	$30K	Buy	656 +36	+6%	+$1.65K	0.01%	308
2018 Q2	$26K	Buy	620 +20	+3%	+$898	0.01%	337
2018 Q1	$26K	Hold	600	–	–	0.01%	322
2017 Q4	$26K	Buy	+600	New	+$25.6K	0.01%	328

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

Legacy Financial Advisors's AFL Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Aflac (AFL) stake by 12% in Q1 2026, selling an estimated $34.9K and leaving 2,255 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #358.

Legacy Financial Advisors first reported a position in AFL in Q4 2017 and has held it in 14 quarters since. The position peaked at $295K in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Legacy Financial Advisors held 2,255 shares of Aflac worth $247K as of Q1 2026.
Legacy Financial Advisors sold 315 Aflac shares in Q1 2026, an estimated $34.9K.
Aflac made up 0.03% of Legacy Financial Advisors's portfolio in Q1 2026, its #358 holding.
Legacy Financial Advisors first reported a position in Aflac in Q4 2017 and has held it in 14 quarters since.
Legacy Financial Advisors's Aflac position peaked at $295K in Q3 2025.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.