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Perennial Investment Advisors’s Aflac AFL Stock Holding History

Perennial 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 		$331K Buy
3,013
+292
+11% +$32.4K 0.03% 370
2025
Q4 		$300K Buy
2,721
+40
+1% +$4.41K 0.02% 376
2025
Q3 		$299K Sell
2,681
-36
-1% -$3.78K 0.02% 365
2025
Q2 		$287K Buy
2,717
+61
+2% +$6.41K 0.03% 357
2025
Q1 		$295K Buy
2,656
+28
+1% +$2.97K 0.03% 325
2024
Q4 		$272K Hold
2,628
– – 0.03% 320
2024
Q3 		$294K Hold
2,628
– – 0.04% 289
2024
Q2 		$235K Hold
2,628
– – 0.03% 318
2024
Q1 		$226K Sell
2,628
-60
-2% -$4.92K 0.03% 302
2023
Q4 		$222K Buy
+2,688
New +$217K 0.04% 298

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

Perennial Investment Advisors's AFL Position: Q1 2026 in Review

Perennial Investment Advisors increased its Aflac (AFL) stake by 11% in Q1 2026, buying an estimated $32.4K and bringing the position to 3,013 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #370.

Perennial Investment Advisors first reported a position in AFL in Q4 2023 and has held it in 10 quarters since. 1,655 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Perennial Investment Advisors held 3,013 shares of Aflac worth $331K as of Q1 2026.
  • Perennial Investment Advisors bought 292 Aflac shares in Q1 2026, an estimated $32.4K.
  • Aflac made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #370 holding.
  • Perennial Investment Advisors first reported a position in Aflac in Q4 2023 and has held it in 10 quarters since.
  • 1,655 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

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