OneAscent Family Office’s Aflac AFL Stock Holding History

OneAscent Family Office’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	–	Sell	-1,828	Closed	-$202K	–	184
2025 Q4	$202K	Buy	+1,828	New	+$201K	0.14%	178
2025 Q2	–	Sell	-1,965	Closed	-$218K	–	143
2025 Q1	$218K	Buy	+1,965	New	+$208K	0.2%	110

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

OneAscent Family Office's AFL Position: Q1 2026 in Review

OneAscent Family Office sold out of Aflac (AFL) in Q1 2026, closing a stake of 1,828 shares — an estimated $202K sold.

OneAscent Family Office first reported a position in AFL in Q1 2025 and held it in 2 quarters. The position peaked at $218K in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

OneAscent Family Office reported no remaining Aflac position as of Q1 2026 after selling out during the quarter.
OneAscent Family Office sold 1,828 Aflac shares in Q1 2026, an estimated $202K.
OneAscent Family Office first reported a position in Aflac in Q1 2025 and held it in 2 quarters.
OneAscent Family Office's Aflac position peaked at $218K in Q1 2025.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.