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Mowery & Schoenfeld Wealth Management’s Aflac AFL Stock Holding History

Mowery & Schoenfeld 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 		$6.69K Hold
61
– – 0.01% 251
2025
Q4 		$6.73K Buy
+61
New +$6.72K 0.01% 289

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

Mowery & Schoenfeld Wealth Management's AFL Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its Aflac (AFL) position steady in Q1 2026 at 61 shares worth $6.69K. The position accounts for 0.01% of the portfolio, ranked #251.

Mowery & Schoenfeld Wealth Management first reported a position in AFL in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.73K in Q4 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 61 shares of Aflac worth $6.69K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its Aflac share count unchanged in Q1 2026.
  • Aflac made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #251 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Aflac in Q4 2025 and has held it in 2 quarters since.
  • Mowery & Schoenfeld Wealth Management's Aflac position peaked at $6.73K in Q4 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.