Perigon Wealth Management
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Perigon Wealth Management’s Aflac AFL Stock Holding History

Perigon 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
Q3 		$1.03M Buy
9,226
+229
+3% +$27.5K 0.02% 594
2026
Q2 		$1.05M Buy
8,997
+622
+7% +$71.6K 0.02% 571
2026
Q1 		$919K Buy
8,375
+138
+2% +$15.3K 0.02% 561
2025
Q4 		$908K Buy
8,237
+348
+4% +$38.3K 0.02% 583
2025
Q3 		$881K Buy
7,889
+25
+0.3% +$2.63K 0.02% 551
2025
Q2 		$829K Buy
7,864
+886
+13% +$93.1K 0.02% 525
2025
Q1 		$776K Sell
6,978
-4,140
-37% -$439K 0.02% 511
2024
Q4 		$1.18M Sell
11,118
-205
-2% -$22.4K 0.03% 404
2024
Q3 		$1.27M Hold
11,323
– – 0.03% 375
2024
Q2 		$1.01M Sell
11,323
-2,234
-16% -$192K 0.03% 377
2024
Q1 		$1.16M Buy
13,557
+1,873
+16% +$154K 0.04% 340
2023
Q4 		$964K Buy
11,684
+2,918
+33% +$235K 0.03% 347
2023
Q3 		$673K Sell
8,766
-128
-1% -$9.5K 0.03% 383
2023
Q2 		$621K Buy
8,894
+2,220
+33% +$149K 0.02% 405
2023
Q1 		$431K Buy
6,674
+337
+5% +$23.1K 0.02% 428
2022
Q4 		$456K Buy
+6,337
New +$424K 0.03% 409
2021
Q1 		– Sell
-841
Closed -$37K – 498
2020
Q4 		$37K Buy
+841
New +$34.4K ﹤0.01% 835
2018
Q2 		– Sell
-18
Closed -$1K – 240
2018
Q1 		$1K Buy
+18
New +$797 ﹤0.01% 603

Other funds holding AFL

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Perigon Wealth Management's AFL Position: Q3 2026 in Review

Perigon Wealth Management increased its Aflac (AFL) stake by 2.5% in Q3 2026, buying an estimated $27.5K and bringing the position to 9,226 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #594.

Perigon Wealth Management first reported a position in AFL in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.27M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Perigon Wealth Management held 9,226 shares of Aflac worth $1.03M as of Q3 2026.
  • Perigon Wealth Management bought 229 Aflac shares in Q3 2026, an estimated $27.5K.
  • Aflac made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #594 holding.
  • Perigon Wealth Management first reported a position in Aflac in Q1 2018 and has held it in 18 quarters since.
  • Perigon Wealth Management's Aflac position peaked at $1.27M in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.