Level Four Advisory Services’s Aflac AFL Stock Holding History

Level Four Advisory Services’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	$7.66M	Buy	69,830 +4,038	+6%	+$448K	0.25%	104
2025 Q4	$7.25M	Buy	65,792 +657	+1%	+$72.4K	0.24%	106
2025 Q3	$7.28M	Buy	65,135 +1,175	+2%	+$123K	0.25%	101
2025 Q2	$6.75M	Buy	63,960 +1,146	+2%	+$120K	0.25%	105
2025 Q1	$6.98M	Sell	62,814 -6,014	-9%	-$638K	0.29%	92
2024 Q4	$7.12M	Sell	68,828 -2,599	-4%	-$283K	0.29%	87
2024 Q3	$7.48M	Buy	71,427 +1,632	+2%	+$166K	0.32%	70
2024 Q2	$6.23M	Buy	69,795 +49,557	+245%	+$4.26M	0.28%	91
2024 Q1	$1.67M	Hold	20,238	–	–	0.09%	231
2023 Q4	$1.67M	Sell	20,238 -323	-2%	-$26K	0.09%	228
2023 Q3	$1.58M	Sell	20,561 -65	-0.3%	-$4.83K	0.1%	217
2023 Q2	$1.44M	Sell	20,626 -715	-3%	-$47.9K	0.09%	233
2023 Q1	$1.38M	Buy	21,341 +4,004	+23%	+$274K	0.09%	225
2022 Q4	$1.25M	Buy	17,337 +4,209	+32%	+$282K	0.09%	215
2022 Q3	$738K	Buy	13,128 +446	+4%	+$26.2K	0.07%	246
2022 Q2	$702K	Sell	12,682 -341	-3%	-$20.1K	0.07%	281
2022 Q1	$839K	Sell	13,023 -1,584	-11%	-$99.2K	0.07%	278
2021 Q4	$853K	Buy	14,607 +10,679	+272%	+$598K	0.07%	285
2021 Q3	$205K	Sell	3,928 -635	-14%	-$34.7K	0.02%	442
2021 Q2	$245K	Sell	4,563 -269	-6%	-$14.7K	0.02%	586
2021 Q1	$247K	Sell	4,832 -785	-14%	-$37.7K	0.02%	551
2020 Q4	$250K	Buy	+5,617	New	+$230K	0.02%	509
2020 Q3	–	Sell	-6,723	Closed	-$243K	–	543
2020 Q2	$243K	Sell	6,723 -447	-6%	-$16.1K	0.02%	499
2020 Q1	$245K	Sell	7,170 -666	-8%	-$30.4K	0.03%	422
2019 Q4	$414K	Buy	7,836 +679	+9%	+$36K	0.02%	403
2019 Q3	$374K	Buy	7,157 +731	+11%	+$38.6K	0.04%	363
2019 Q2	$352K	Buy	6,426 +26	+0.4%	+$1.34K	0.04%	384
2019 Q1	$320K	Sell	6,400 -1,565	-20%	-$75.4K	0.04%	400
2018 Q4	$363K	Buy	7,965 +1,515	+23%	+$67.4K	0.05%	368
2018 Q3	$304K	Sell	6,450 -256	-4%	-$11.7K	0.03%	458
2018 Q2	$288K	Hold	6,706	–	–	0.02%	490
2018 Q1	$293K	Buy	6,706 +110	+2%	+$4.87K	0.02%	450
2017 Q4	$289K	Buy	6,596 +120	+2%	+$5.12K	0.02%	463
2017 Q3	$264K	Sell	6,476 -1,542	-19%	-$62.1K	0.02%	446
2017 Q2	$289K	Sell	8,018 -24	-0.3%	-$902	0.04%	379
2017 Q1	$290K	Buy	8,042 +684	+9%	+$24.2K	0.03%	422
2016 Q4	$256K	Buy	+7,358	New	+$259K	0.03%	395

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

Level Four Advisory Services's AFL Position: Q1 2026 in Review

Level Four Advisory Services increased its Aflac (AFL) stake by 6.1% in Q1 2026, buying an estimated $448K and bringing the position to 69,830 shares worth $7.66M. The position accounts for 0.25% of the portfolio, ranked #104.

Level Four Advisory Services first reported a position in AFL in Q4 2016 and has held it in 37 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Level Four Advisory Services held 69,830 shares of Aflac worth $7.66M as of Q1 2026.
Level Four Advisory Services bought 4,038 Aflac shares in Q1 2026, an estimated $448K.
Aflac made up 0.25% of Level Four Advisory Services's portfolio in Q1 2026, its #104 holding.
Level Four Advisory Services first reported a position in Aflac in Q4 2016 and has held it in 37 quarters since.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.