LVW Advisors
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LVW Advisors’s Aflac AFL Stock Holding History

LVW 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
Q3 		– Sell
-1,901
Closed -$223K – 463
2026
Q2 		$223K Sell
1,901
-227
-11% -$26.1K 0.02% 418
2026
Q1 		$233K Sell
2,128
-189
-8% -$20.9K 0.02% 383
2025
Q4 		$255K Buy
2,317
+11
+0.5% +$1.21K 0.03% 299
2025
Q3 		$258K Sell
2,306
-74
-3% -$7.77K 0.03% 299
2025
Q2 		$251K Buy
2,380
+431
+22% +$45.3K 0.03% 289
2025
Q1 		$217K Buy
+1,949
New +$207K 0.03% 288
2024
Q4 		– Sell
-1,812
Closed -$203K – 311
2024
Q3 		$203K Buy
+1,812
New +$184K 0.03% 302

Other funds holding AFL

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LVW Advisors's AFL Position: Q3 2026 in Review

LVW Advisors sold out of Aflac (AFL) in Q3 2026, closing a stake of 1,901 shares — an estimated $223K sold.

LVW Advisors first reported a position in AFL in Q3 2024 and held it in 7 quarters. The position peaked at $258K in Q3 2025. 1,455 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • LVW Advisors reported no remaining Aflac position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 1,901 Aflac shares in Q3 2026, an estimated $223K.
  • LVW Advisors first reported a position in Aflac in Q3 2024 and held it in 7 quarters.
  • LVW Advisors's Aflac position peaked at $258K in Q3 2025.
  • 1,455 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.