Lido Advisors’s Aflac AFL Stock Holding History

Lido 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	$5.54M	Buy	50,456 +7,097	+16%	+$787K	0.02%	436
2025 Q4	$4.83M	Buy	43,359 +205	+0.5%	+$22.6K	0.01%	476
2025 Q3	$4.82M	Buy	43,154 +6,197	+17%	+$651K	0.02%	452
2025 Q2	$3.9M	Sell	36,957 -6,007	-14%	-$631K	0.02%	426
2025 Q1	$4.78M	Buy	42,964 +1,172	+3%	+$124K	0.02%	348
2024 Q4	$4.32M	Buy	41,792 +2,394	+6%	+$261K	0.02%	357
2024 Q3	$4.4M	Buy	39,398 +2,994	+8%	+$304K	0.02%	331
2024 Q2	$3.25M	Sell	36,404 -6,864	-16%	-$590K	0.02%	355
2024 Q1	$3.72M	Buy	43,268 +206	+0.5%	+$16.9K	0.02%	322
2023 Q4	$3.55M	Sell	43,062 -85,543	-67%	-$6.89M	0.02%	305
2023 Q3	$9.87M	Buy	128,605 +66,920	+108%	+$4.97M	0.08%	142
2023 Q2	$4.31M	Buy	61,685 +14,369	+30%	+$962K	0.03%	248
2023 Q1	$3.05M	Buy	47,316 +2,624	+6%	+$180K	0.03%	267
2022 Q4	$3.22M	Buy	44,692 +6,652	+17%	+$445K	0.04%	220
2022 Q3	$2.14M	Buy	38,040 +7,246	+24%	+$426K	0.03%	257
2022 Q2	$1.7M	Buy	30,794 +8,064	+35%	+$476K	0.02%	250
2022 Q1	$1.46M	Buy	22,730 +5,743	+34%	+$360K	0.02%	311
2021 Q4	$991K	Sell	16,987 -2,437	-13%	-$137K	0.01%	423
2021 Q3	$1.01M	Buy	19,424 +3,385	+21%	+$185K	0.01%	404
2021 Q2	$861K	Buy	16,039 +639	+4%	+$34.8K	0.01%	416
2021 Q1	$788K	Buy	15,400 +5,560	+57%	+$267K	0.01%	390
2020 Q4	$437K	Buy	9,840 +42	+0.4%	+$1.72K	0.01%	512
2020 Q3	$356K	Sell	9,798 -29	-0.3%	-$1.06K	0.01%	445
2020 Q2	$354K	Sell	9,827 -1,637	-14%	-$59.1K	0.01%	414
2020 Q1	$393K	Buy	11,464 +472	+4%	+$21.6K	0.02%	374
2019 Q4	$582K	Buy	10,992 +916	+9%	+$48.6K	0.02%	352
2019 Q3	$527K	Sell	10,076 -1,114	-10%	-$58.8K	0.03%	320
2019 Q2	$613K	Sell	11,190 -553	-5%	-$28.5K	0.04%	264
2019 Q1	$587K	Buy	11,743 +161	+1%	+$7.76K	0.04%	260
2018 Q4	$527K	Buy	11,582 +126	+1%	+$5.6K	0.05%	216
2018 Q3	$539K	Buy	11,456 +646	+6%	+$29.6K	0.05%	225
2018 Q2	$465K	Buy	10,810 +54	+0.5%	+$2.43K	0.05%	223
2018 Q1	$470K	Buy	10,756 +32	+0.3%	+$1.42K	0.06%	196
2017 Q4	$470K	Buy	10,724 +12	+0.1%	+$512	0.07%	157
2017 Q3	$449K	Buy	10,712 +822	+8%	+$33.1K	0.07%	157
2017 Q2	$384K	Hold	9,890	–	–	0.08%	137
2017 Q1	$368K	Sell	9,890 -1,192	-11%	-$42.2K	0.1%	128
2016 Q4	$386K	Buy	11,082 +2,652	+31%	+$93.4K	0.1%	111
2016 Q3	$303K	Sell	8,430 -4,000	-32%	-$146K	0.09%	103
2016 Q2	$448K	Buy	+12,430	New	+$424K	0.14%	70

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

Lido Advisors's AFL Position: Q1 2026 in Review

Lido Advisors increased its Aflac (AFL) stake by 16% in Q1 2026, buying an estimated $787K and bringing the position to 50,456 shares worth $5.54M. The position accounts for 0.02% of the portfolio, ranked #436.

Lido Advisors first reported a position in AFL in Q2 2016 and has held it in 40 quarters since. The position peaked at $9.87M in Q3 2023. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Lido Advisors held 50,456 shares of Aflac worth $5.54M as of Q1 2026.
Lido Advisors bought 7,097 Aflac shares in Q1 2026, an estimated $787K.
Aflac made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #436 holding.
Lido Advisors first reported a position in Aflac in Q2 2016 and has held it in 40 quarters since.
Lido Advisors's Aflac position peaked at $9.87M in Q3 2023.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.