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Money Concepts Capital’s Aflac AFL Stock Holding History

Money Concepts Capital’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 		$1.56M Buy
14,258
+699
+5% +$77.5K 0.09% 221
2025
Q4 		$1.5M Buy
13,559
+363
+3% +$40K 0.08% 213
2025
Q3 		$1.47M Buy
13,196
+351
+3% +$36.9K 0.09% 208
2025
Q2 		$1.35M Sell
12,845
-718
-5% -$75.4K 0.09% 201
2025
Q1 		$1.51M Buy
13,563
+367
+3% +$38.9K 0.11% 174
2024
Q4 		$1.37M Buy
13,196
+67
+0.5% +$7.31K 0.1% 182
2024
Q3 		$1.47M Buy
13,129
+604
+5% +$61.4K 0.11% 171
2024
Q2 		$1.12M Buy
12,525
+328
+3% +$28.2K 0.09% 189
2024
Q1 		$1.05M Buy
12,197
+70
+0.6% +$5.74K 0.1% 204
2023
Q4 		$1M Sell
12,127
-837
-6% -$67.4K 0.09% 207
2023
Q3 		$995K Buy
12,964
+121
+0.9% +$8.98K 0.1% 197
2023
Q2 		$897K Sell
12,843
-37,731
-75% -$2.53M 0.09% 210
2023
Q1 		$3.28M Sell
50,574
-6,456
-11% -$442K 0.18% 106
2022
Q4 		$4.1M Buy
57,030
+4,305
+8% +$288K 0.18% 106
2022
Q3 		$2.96M Buy
52,725
+37,422
+245% +$2.2M 0.17% 109
2022
Q2 		$861K Sell
15,303
-3,154
-17% -$186K 0.08% 209
2022
Q1 		$1.19M Buy
18,457
+3,193
+21% +$200K 0.07% 271
2021
Q4 		$891K Buy
+15,264
New +$855K 0.08% 221
2021
Q1 		$448K Buy
8,761
+1,193
+16% +$57.2K 0.04% 332
2020
Q4 		$337K Buy
+7,568
New +$310K 0.03% 347

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

Money Concepts Capital's AFL Position: Q1 2026 in Review

Money Concepts Capital increased its Aflac (AFL) stake by 5.2% in Q1 2026, buying an estimated $77.5K and bringing the position to 14,258 shares worth $1.56M. The position accounts for 0.09% of the portfolio, ranked #221.

Money Concepts Capital first reported a position in AFL in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.1M in Q4 2022. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Money Concepts Capital held 14,258 shares of Aflac worth $1.56M as of Q1 2026.
  • Money Concepts Capital bought 699 Aflac shares in Q1 2026, an estimated $77.5K.
  • Aflac made up 0.09% of Money Concepts Capital's portfolio in Q1 2026, its #221 holding.
  • Money Concepts Capital first reported a position in Aflac in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Aflac position peaked at $4.1M in Q4 2022.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.