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OneAscent Wealth Management’s Aflac AFL Stock Holding History

OneAscent 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 		– Sell
-1,816
Closed -$200K – 158
2025
Q4 		$200K Sell
1,816
-39
-2% -$4.3K 0.07% 168
2025
Q3 		$207K Sell
1,855
-45
-2% -$4.73K 0.07% 170
2025
Q2 		$200K Buy
+1,900
New +$200K 0.07% 167
2024
Q3 		– Sell
-2,912
Closed -$260K – 179
2024
Q2 		$260K Sell
2,912
-78
-3% -$6.71K 0.14% 81
2024
Q1 		$257K Sell
2,990
-2,481
-45% -$203K 0.1% 147
2023
Q4 		$451K Sell
5,471
-1,821
-25% -$147K 0.18% 69
2023
Q3 		$560K Buy
+7,292
New +$541K 0.25% 49
2023
Q2 		– Sell
-7,559
Closed -$488K – 104
2023
Q1 		$488K Sell
7,559
-7,036
-48% -$482K 0.19% 61
2022
Q4 		$1.05M Sell
14,595
-314
-2% -$21K 0.49% 21
2022
Q3 		$838K Buy
14,909
+2,875
+24% +$169K 0.44% 22
2022
Q2 		$666K Sell
12,034
-56
-0.5% -$3.31K 0.34% 28
2022
Q1 		$778K Sell
12,090
-1,417
-10% -$88.7K 0.39% 34
2021
Q4 		$789K Buy
+13,507
New +$757K 1.97% 8
2021
Q1 		$1.15M Buy
22,553
+494
+2% +$23.7K 0.49% 32
2020
Q4 		$981K Buy
+22,059
New +$903K 0.44% 46

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

OneAscent Wealth Management's AFL Position: Q1 2026 in Review

OneAscent Wealth Management sold out of Aflac (AFL) in Q1 2026, closing a stake of 1,816 shares — an estimated $200K sold.

OneAscent Wealth Management first reported a position in AFL in Q4 2020 and held it in 15 quarters. The position peaked at $1.15M in Q1 2021. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • OneAscent Wealth Management reported no remaining Aflac position as of Q1 2026 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,816 Aflac shares in Q1 2026, an estimated $200K.
  • OneAscent Wealth Management first reported a position in Aflac in Q4 2020 and held it in 15 quarters.
  • OneAscent Wealth Management's Aflac position peaked at $1.15M in Q1 2021.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

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