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Legacy Wealth Management (Idaho)’s Aflac AFL Stock Holding History

Legacy Wealth Management (Idaho)’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 		$9.54K Buy
87
+20
+30% +$2.22K ﹤0.01% 500
2025
Q4 		$7.39K Buy
67
+42
+168% +$4.63K ﹤0.01% 472
2025
Q3 		$2.79K Buy
25
+2
+9% +$210 ﹤0.01% 504
2025
Q2 		$2.43K Sell
23
-9
-28% -$946 ﹤0.01% 482
2025
Q1 		$3.56K Hold
32
– – ﹤0.01% 460
2024
Q4 		$3.31K Buy
32
+9
+39% +$981 ﹤0.01% 436
2024
Q3 		$2.54K Buy
+23
New +$2.34K ﹤0.01% 461

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

Legacy Wealth Management (Idaho)'s AFL Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Aflac (AFL) stake by 30% in Q1 2026, buying an estimated $2.22K and bringing the position to 87 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Legacy Wealth Management (Idaho) first reported a position in AFL in Q3 2024 and has held it in 7 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 87 shares of Aflac worth $9.54K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 20 Aflac shares in Q1 2026, an estimated $2.22K.
  • Aflac made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #500 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Aflac in Q3 2024 and has held it in 7 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.