Navis Wealth Advisors’s Aflac AFL Stock Holding History

Navis Wealth 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	$332K	Hold	3,024	–	–	0.17%	125
2025 Q4	$333K	Buy	3,024 +24	+0.8%	+$2.64K	0.14%	131
2025 Q3	$335K	Hold	3,000	–	–	0.25%	87
2025 Q2	$316K	Hold	3,000	–	–	0.27%	82
2025 Q1	$334K	Buy	+3,000	New	+$318K	0.33%	73
2021 Q2	–	Sell	-4,300	Closed	-$220K	–	106
2021 Q1	$220K	Buy	4,300 +2,000	+87%	+$96K	0.17%	100
2020 Q4	$102K	Buy	+2,300	New	+$94.2K	0.09%	120

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

Navis Wealth Advisors's AFL Position: Q1 2026 in Review

Navis Wealth Advisors held its Aflac (AFL) position steady in Q1 2026 at 3,024 shares worth $332K. The position accounts for 0.17% of the portfolio, ranked #125.

Navis Wealth Advisors first reported a position in AFL in Q4 2020 and has held it in 7 quarters since. The position peaked at $335K in Q3 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Navis Wealth Advisors held 3,024 shares of Aflac worth $332K as of Q1 2026.
Navis Wealth Advisors left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.17% of Navis Wealth Advisors's portfolio in Q1 2026, its #125 holding.
Navis Wealth Advisors first reported a position in Aflac in Q4 2020 and has held it in 7 quarters since.
Navis Wealth Advisors's Aflac position peaked at $335K in Q3 2025.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.