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Modern Wealth Management’s Aflac AFL Stock Holding History

Modern 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 		$327K Sell
2,978
-87
-3% -$9.64K 0.01% 689
2025
Q4 		$338K Buy
3,065
+338
+12% +$37.2K 0.01% 649
2025
Q3 		$305K Buy
2,727
+156
+6% +$16.4K 0.01% 639
2025
Q2 		$271K Sell
2,571
-56
-2% -$5.88K 0.01% 639
2025
Q1 		$292K Sell
2,627
-112
-4% -$11.9K 0.01% 530
2024
Q4 		$283K Buy
2,739
+707
+35% +$77.1K 0.01% 467
2024
Q3 		$227K Buy
+2,032
New +$207K 0.01% 392

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

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

Modern Wealth Management reduced its Aflac (AFL) stake by 2.8% in Q1 2026, selling an estimated $9.64K and leaving 2,978 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #689.

Modern Wealth Management first reported a position in AFL in Q3 2024 and has held it in 7 quarters since. The position peaked at $338K in Q4 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Modern Wealth Management held 2,978 shares of Aflac worth $327K as of Q1 2026.
  • Modern Wealth Management sold 87 Aflac shares in Q1 2026, an estimated $9.64K.
  • Aflac made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #689 holding.
  • Modern Wealth Management first reported a position in Aflac in Q3 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's Aflac position peaked at $338K in Q4 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.