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Moneta Group Investment Advisors’s Aflac AFL Stock Holding History

Moneta Group Investment 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
Q1 		$559K Sell
5,094
-15
-0.3% -$1.66K ﹤0.01% 487
2025
Q4 		$563K Sell
5,109
-1,575
-24% -$173K ﹤0.01% 466
2025
Q3 		$747K Buy
6,684
+2,223
+50% +$234K 0.01% 408
2025
Q2 		$470K Buy
4,461
+313
+8% +$32.9K 0.01% 449
2025
Q1 		$461K Buy
4,148
+53
+1% +$5.62K 0.01% 437
2024
Q4 		$424K Sell
4,095
-447
-10% -$48.7K 0.01% 441
2024
Q3 		$508K Buy
4,542
+127
+3% +$12.9K 0.01% 402
2024
Q2 		$394K Buy
4,415
+349
+9% +$30K 0.01% 433
2024
Q1 		$349K Sell
4,066
-14
-0.3% -$1.15K 0.01% 440
2023
Q4 		$337K Buy
4,080
+759
+23% +$61.2K 0.01% 419
2023
Q3 		$255K Buy
+3,321
New +$247K 0.01% 437
2023
Q1 		– Sell
-3,174
Closed -$233K – 541
2022
Q4 		$233K Buy
+3,174
New +$213K 0.01% 411
2020
Q1 		– Sell
-4,026
Closed -$213K – 236
2019
Q4 		$213K Sell
4,026
-427
-10% -$22.7K 0.02% 235
2019
Q3 		$233K Buy
+4,453
New +$235K 0.02% 231
2018
Q3 		– Sell
-2,359
Closed -$101K – 240
2018
Q2 		$101K Buy
2,359
+2,085
+761% +$93.7K 0.01% 285
2018
Q1 		$12K Buy
274
+130
+90% +$5.75K ﹤0.01% 443
2017
Q4 		$6K Buy
+144
New +$6.15K ﹤0.01% 365

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

Moneta Group Investment Advisors's AFL Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Aflac (AFL) stake by 0.29% in Q1 2026, selling an estimated $1.66K and leaving 5,094 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Moneta Group Investment Advisors first reported a position in AFL in Q4 2017 and has held it in 17 quarters since. The position peaked at $747K in Q3 2025. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Moneta Group Investment Advisors held 5,094 shares of Aflac worth $559K as of Q1 2026.
  • Moneta Group Investment Advisors sold 15 Aflac shares in Q1 2026, an estimated $1.66K.
  • Aflac made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #487 holding.
  • Moneta Group Investment Advisors first reported a position in Aflac in Q4 2017 and has held it in 17 quarters since.
  • Moneta Group Investment Advisors's Aflac position peaked at $747K in Q3 2025.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.