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Liberty One Investment Management’s Aflac AFL Stock Holding History

Liberty One Investment Management’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 		$5.31M Buy
48,359
+11,584
+31% +$1.28M 0.55% 56
2025
Q4 		$4.06M Sell
36,775
-28,263
-43% -$3.11M 0.52% 48
2025
Q3 		$7.26M Buy
65,038
+16,004
+33% +$1.68M 0.41% 44
2025
Q2 		$5.17M Sell
49,034
-1,585
-3% -$167K 0.52% 48
2025
Q1 		$5.63M Buy
50,619
+1,889
+4% +$200K 0.57% 34
2024
Q4 		$5.04M Buy
48,730
+1,946
+4% +$212K 0.55% 40
2024
Q3 		$5.23M Buy
46,784
+1,542
+3% +$157K 0.53% 37
2024
Q2 		$4.04M Buy
45,242
+551
+1% +$47.4K 0.46% 49
2024
Q1 		$3.84M Buy
44,691
+2,415
+6% +$198K 0.43% 46
2023
Q4 		$3.49M Buy
42,276
+1,261
+3% +$102K 0.43% 42
2023
Q3 		$3.15M Buy
41,015
+1,610
+4% +$120K 0.46% 37
2023
Q2 		$2.75M Buy
39,405
+1,024
+3% +$68.5K 0.36% 43
2023
Q1 		$2.48M Buy
38,381
+2,064
+6% +$141K 0.34% 46
2022
Q4 		$2.61M Sell
36,317
-70
-0.2% -$4.69K 0.38% 35
2022
Q3 		$2.04M Buy
36,387
+1,704
+5% +$100K 0.34% 47
2022
Q2 		$1.86M Sell
34,683
-2,086
-6% -$123K 0.32% 50
2022
Q1 		$2.37M Buy
36,769
+420
+1% +$26.3K 0.36% 49
2021
Q4 		$2.12M Buy
36,349
+1,547
+4% +$86.7K 0.32% 54
2021
Q3 		$1.81M Buy
34,802
+119
+0.3% +$6.51K 0.31% 51
2021
Q2 		$1.86M Buy
34,683
+1,146
+3% +$62.5K 0.31% 50
2021
Q1 		$1.72M Buy
33,537
+2,034
+6% +$97.6K 0.31% 50
2020
Q4 		$1.4M Buy
31,503
+2,847
+10% +$117K 0.26% 59
2020
Q3 		$1.04M Buy
28,656
+3,125
+12% +$114K 0.21% 71
2020
Q2 		$920K Buy
25,531
+2,591
+11% +$93.6K 0.21% 68
2020
Q1 		$785K Buy
22,940
+1,286
+6% +$58.8K 0.2% 75
2019
Q4 		$1.15M Buy
+21,654
New +$1.15M 0.25% 67

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

Liberty One Investment Management's AFL Position: Q1 2026 in Review

Liberty One Investment Management increased its Aflac (AFL) stake by 31% in Q1 2026, buying an estimated $1.28M and bringing the position to 48,359 shares worth $5.31M. The position accounts for 0.55% of the portfolio, ranked #56.

Liberty One Investment Management first reported a position in AFL in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.26M in Q3 2025. 1,657 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Liberty One Investment Management held 48,359 shares of Aflac worth $5.31M as of Q1 2026.
  • Liberty One Investment Management bought 11,584 Aflac shares in Q1 2026, an estimated $1.28M.
  • Aflac made up 0.55% of Liberty One Investment Management's portfolio in Q1 2026, its #56 holding.
  • Liberty One Investment Management first reported a position in Aflac in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Aflac position peaked at $7.26M in Q3 2025.
  • 1,657 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.