Mosaic Family Wealth Partners’s Aflac AFL Stock Holding History

Mosaic Family Wealth Partners’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	$219K	Hold	2,000	–	–	0.02%	262
2025 Q4	$221K	Hold	2,000	–	–	0.02%	219
2025 Q3	$223K	Hold	2,000	–	–	0.03%	208
2025 Q2	$211K	Hold	2,000	–	–	0.03%	216
2025 Q1	$222K	Sell	2,000 -269	-12%	-$28.5K	0.03%	200
2024 Q4	$235K	Buy	2,269 +3	+0.1%	+$327	0.03%	185
2024 Q3	$253K	Hold	2,266	–	–	0.04%	177
2024 Q2	$202K	Buy	+2,266	New	+$195K	0.03%	185

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mosaic Family Wealth Partners's AFL Position: Q1 2026 in Review

Mosaic Family Wealth Partners held its Aflac (AFL) position steady in Q1 2026 at 2,000 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #262.

Mosaic Family Wealth Partners first reported a position in AFL in Q2 2024 and has held it in 8 quarters since. The position peaked at $253K in Q3 2024. 1,655 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Mosaic Family Wealth Partners held 2,000 shares of Aflac worth $219K as of Q1 2026.
Mosaic Family Wealth Partners left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #262 holding.
Mosaic Family Wealth Partners first reported a position in Aflac in Q2 2024 and has held it in 8 quarters since.
Mosaic Family Wealth Partners's Aflac position peaked at $253K in Q3 2024.
1,655 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.