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Litman Gregory Wealth Management’s Aflac AFL Stock Holding History

Litman Gregory Wealth 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
2025
Q4 		$131K Buy
+1,192
New +$131K 0.01% 168
2018
Q2 		– Sell
-450
Closed -$20K – 98
2018
Q1 		$20K Buy
+450
New +$19.9K 0.01% 124

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Litman Gregory Wealth Management's AFL Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Aflac (AFL) in Q4 2025: 1,192 shares worth $131K. The stake represents 0.01% of the portfolio and ranks #168 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in AFL as recently as Q1 2018.

Litman Gregory Wealth Management first reported a position in AFL in Q1 2018 and has held it in 2 quarters since. 1,681 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

  • Litman Gregory Wealth Management held 1,192 shares of Aflac worth $131K as of Q4 2025.
  • Aflac was a new Litman Gregory Wealth Management position in Q4 2025.
  • Aflac made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #168 holding.
  • Litman Gregory Wealth Management first reported a position in Aflac in Q1 2018 and has held it in 2 quarters since.
  • 1,681 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.