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Lloyd Advisory Services’s Aflac AFL Stock Holding History

Lloyd 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 		$573K Buy
+5,218
New +$578K 0.16% 71
2024
Q2 		– Sell
-16,475
Closed -$1.41M – 97
2024
Q1 		$1.41M Buy
+16,475
New +$1.35M 0.3% 54

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

Lloyd Advisory Services's AFL Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in Aflac (AFL) in Q1 2026: 5,218 shares worth $573K. The stake represents 0.16% of the portfolio and ranks #71 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in AFL as recently as Q1 2024.

Lloyd Advisory Services first reported a position in AFL in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.41M in Q1 2024. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Lloyd Advisory Services held 5,218 shares of Aflac worth $573K as of Q1 2026.
  • Aflac was a new Lloyd Advisory Services position in Q1 2026.
  • Aflac made up 0.16% of Lloyd Advisory Services's portfolio in Q1 2026, its #71 holding.
  • Lloyd Advisory Services first reported a position in Aflac in Q1 2024 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Aflac position peaked at $1.41M in Q1 2024.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

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