MYIA
AFL icon

Mount Yale Investment Advisors’s Aflac AFL Stock Holding History

Mount Yale 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 		$2.96M Buy
26,946
+12,247
+83% +$1.36M 0.07% 286
2025
Q4 		$1.62M Buy
14,699
+6,011
+69% +$662K 0.08% 225
2025
Q3 		$970K Sell
8,688
-4,172
-32% -$438K 0.07% 289
2025
Q2 		$1.36M Buy
12,860
+8,031
+166% +$844K 0.11% 166
2025
Q1 		$537K Sell
4,829
-81
-2% -$8.59K 0.05% 314
2024
Q4 		$508K Sell
4,910
-10,317
-68% -$1.12M 0.04% 339
2024
Q3 		$1.7M Sell
15,227
-3,022
-17% -$307K 0.16% 137
2024
Q2 		$1.63M Buy
18,249
+4,588
+34% +$394K 0.13% 152
2024
Q1 		$1.17M Buy
13,661
+6,071
+80% +$498K 0.09% 194
2023
Q4 		$626K Sell
7,590
-9,240
-55% -$745K 0.06% 281
2023
Q3 		$1.29M Sell
16,830
-327
-2% -$24.3K 0.14% 155
2023
Q2 		$1.2M Buy
17,157
+130
+0.8% +$8.7K 0.13% 170
2023
Q1 		$1.1M Sell
17,027
-620
-4% -$42.4K 0.12% 168
2022
Q4 		$1.27M Sell
17,647
-88
-0.5% -$5.89K 0.14% 149
2022
Q3 		$997K Buy
+17,735
New +$1.04M 0.13% 164
2020
Q2 		– Sell
-12,688
Closed -$434K – 334
2020
Q1 		$434K Buy
12,688
+5,283
+71% +$241K 0.1% 199
2019
Q4 		$382K Buy
7,405
+859
+13% +$45.6K 0.07% 251
2019
Q3 		$353K Buy
6,546
+543
+9% +$28.7K 0.06% 248
2019
Q2 		$313K Buy
6,003
+33
+0.6% +$1.7K 0.06% 257
2019
Q1 		$298K Sell
5,970
-125
-2% -$6.02K 0.06% 257
2018
Q4 		$294K Sell
6,095
-264
-4% -$11.7K 0.06% 257
2018
Q3 		$287K Buy
+6,359
New +$291K 0.05% 263

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

Mount Yale Investment Advisors's AFL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Aflac (AFL) stake by 83% in Q1 2026, buying an estimated $1.36M and bringing the position to 26,946 shares worth $2.96M. The position accounts for 0.07% of the portfolio, ranked #286.

Mount Yale Investment Advisors first reported a position in AFL in Q3 2018 and has held it in 22 quarters since. 1,657 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Mount Yale Investment Advisors held 26,946 shares of Aflac worth $2.96M as of Q1 2026.
  • Mount Yale Investment Advisors bought 12,247 Aflac shares in Q1 2026, an estimated $1.36M.
  • Aflac made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #286 holding.
  • Mount Yale Investment Advisors first reported a position in Aflac in Q3 2018 and has held it in 22 quarters since.
  • 1,657 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.