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Measured Wealth Private Client Group’s Aflac AFL Stock Holding History

Measured Wealth Private Client Group’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 		$314K Hold
2,863
– – 0.09% 138
2025
Q4 		$316K Sell
2,863
-162
-5% -$17.8K 0.08% 137
2025
Q3 		$338K Buy
3,025
+10
+0.3% +$1.05K 0.09% 128
2025
Q2 		$318K Sell
3,015
-10
-0.3% -$1.05K 0.1% 138
2025
Q1 		$336K Sell
3,025
-45
-1% -$4.77K 0.11% 124
2024
Q4 		$318K Sell
3,070
-75
-2% -$8.18K 0.1% 132
2024
Q3 		$352K Sell
3,145
-1,257
-29% -$128K 0.12% 115
2024
Q2 		$393K Hold
4,402
– – 0.14% 120
2024
Q1 		$378K Hold
4,402
– – 0.13% 116
2023
Q4 		$363K Hold
4,402
– – 0.13% 116
2023
Q3 		$338K Sell
4,402
-457
-9% -$33.9K 0.14% 112
2023
Q2 		$339K Sell
4,859
-7,654
-61% -$512K 0.13% 127
2023
Q1 		$807K Buy
12,513
+2,480
+25% +$170K 0.31% 46
2022
Q4 		$722K Buy
10,033
+98
+1% +$6.56K 0.3% 48
2022
Q3 		$558K Buy
9,935
+5,992
+152% +$353K 0.25% 57
2022
Q2 		$218K Sell
3,943
-225
-5% -$13.3K 0.1% 155
2022
Q1 		$268K Hold
4,168
– – 0.1% 128
2021
Q4 		$243K Hold
4,168
– – 0.09% 141
2021
Q3 		$217K Sell
4,168
-45
-1% -$2.46K 0.08% 150
2021
Q2 		$226K Buy
4,213
+45
+1% +$2.45K 0.07% 160
2021
Q1 		$213K Buy
+4,168
New +$200K 0.08% 150
2018
Q4 		– Sell
-1,774
Closed -$85K – 115
2018
Q3 		$85K Buy
+1,774
New +$81.2K 0.05% 260

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

Measured Wealth Private Client Group's AFL Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Aflac (AFL) position steady in Q1 2026 at 2,863 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #138.

Measured Wealth Private Client Group first reported a position in AFL in Q3 2018 and has held it in 22 quarters since. The position peaked at $807K in Q1 2023. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Measured Wealth Private Client Group held 2,863 shares of Aflac worth $314K as of Q1 2026.
  • Measured Wealth Private Client Group left its Aflac share count unchanged in Q1 2026.
  • Aflac made up 0.09% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #138 holding.
  • Measured Wealth Private Client Group first reported a position in Aflac in Q3 2018 and has held it in 22 quarters since.
  • Measured Wealth Private Client Group's Aflac position peaked at $807K in Q1 2023.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.