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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
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

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

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

Perigon Wealth Management increased its Aflac (AFL) stake by 1.7% in Q1 2026, buying an estimated $15.3K and bringing the position to 8,375 shares worth $919K. The position accounts for 0.02% of the portfolio, ranked #561.

Perigon Wealth Management first reported a position in AFL in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.27M in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Perigon Wealth Management held 8,375 shares of Aflac worth $919K as of Q1 2026.
  • Perigon Wealth Management bought 138 Aflac shares in Q1 2026, an estimated $15.3K.
  • Aflac made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #561 holding.
  • Perigon Wealth Management first reported a position in Aflac in Q1 2018 and has held it in 16 quarters since.
  • Perigon Wealth Management's Aflac position peaked at $1.27M in Q3 2024.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.