MWM
AFL icon

Mission Wealth Management’s Aflac AFL Stock Holding History

Mission 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
2026
Q1 		$7.62M Buy
69,415
+20,045
+41% +$2.22M 0.16% 79
2025
Q4 		$5.44M Sell
49,370
-28,749
-37% -$3.17M 0.11% 104
2025
Q3 		$8.73M Sell
78,119
-2,673
-3% -$281K 0.17% 74
2025
Q2 		$8.52M Sell
80,792
-3,629
-4% -$381K 0.18% 74
2025
Q1 		$9.39M Sell
84,421
-648
-0.8% -$68.7K 0.23% 63
2024
Q4 		$8.8M Buy
85,069
+42,579
+100% +$4.64M 0.21% 63
2024
Q3 		$4.75M Buy
42,490
+594
+1% +$60.4K 0.12% 98
2024
Q2 		$3.74M Sell
41,896
-11,357
-21% -$976K 0.1% 115
2024
Q1 		$4.57M Buy
53,253
+513
+1% +$42.1K 0.12% 110
2023
Q4 		$4.35M Buy
52,740
+117
+0.2% +$9.43K 0.14% 89
2023
Q3 		$4.04M Buy
52,623
+42,952
+444% +$3.19M 0.15% 84
2023
Q2 		$675K Buy
9,671
+730
+8% +$48.9K 0.03% 292
2023
Q1 		$577K Buy
8,941
+40
+0.4% +$2.74K 0.02% 305
2022
Q4 		$640K Buy
8,901
+19
+0.2% +$1.27K 0.03% 276
2022
Q3 		$499K Buy
8,882
+46
+0.5% +$2.71K 0.03% 292
2022
Q2 		$489K Hold
8,836
– – 0.03% 300
2022
Q1 		$569K Hold
8,836
– – 0.03% 286
2021
Q4 		$516K Sell
8,836
-282
-3% -$15.8K 0.02% 298
2021
Q3 		$475K Buy
9,118
+270
+3% +$14.8K 0.02% 299
2021
Q2 		$475K Buy
8,848
+153
+2% +$8.34K 0.03% 291
2021
Q1 		$445K Buy
8,695
+22
+0.3% +$1.06K 0.03% 280
2020
Q4 		$386K Sell
8,673
-1,155
-12% -$47.3K 0.02% 294
2020
Q3 		$357K Sell
9,828
-18
-0.2% -$655 0.03% 246
2020
Q2 		$355K Buy
+9,846
New +$356K 0.03% 225
2015
Q3 		– Sell
-8,576
Closed -$274K – 137
2015
Q2 		$274K Buy
+8,576
New +$271K 0.09% 102

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

Mission Wealth Management's AFL Position: Q1 2026 in Review

Mission Wealth Management increased its Aflac (AFL) stake by 41% in Q1 2026, buying an estimated $2.22M and bringing the position to 69,415 shares worth $7.62M. The position accounts for 0.16% of the portfolio, ranked #79.

Mission Wealth Management first reported a position in AFL in Q2 2015 and has held it in 25 quarters since. The position peaked at $9.39M in Q1 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Mission Wealth Management held 69,415 shares of Aflac worth $7.62M as of Q1 2026.
  • Mission Wealth Management bought 20,045 Aflac shares in Q1 2026, an estimated $2.22M.
  • Aflac made up 0.16% of Mission Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Mission Wealth Management first reported a position in Aflac in Q2 2015 and has held it in 25 quarters since.
  • Mission Wealth Management's Aflac position peaked at $9.39M in Q1 2025.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.