Petix & Botte Financial’s Aflac AFL Stock Holding History

Petix & Botte Financial’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	$946K	Sell	4,310 -4,568	-51%	-$506K	0.21%	63
2025 Q4	$979K	Hold	8,878	–	–	0.22%	60
2025 Q3	$992K	Hold	8,878	–	–	0.23%	59
2025 Q2	$936K	Hold	8,878	–	–	0.23%	58
2025 Q1	$987K	Sell	8,878 -1,150	-11%	-$122K	0.26%	61
2024 Q4	$1.04M	Hold	10,028	–	–	0.27%	57
2024 Q3	$1.12M	Hold	10,028	–	–	0.3%	47
2024 Q2	$896K	Buy	10,028 +5,014	+100%	+$431K	0.25%	49
2024 Q1	$431K	Sell	5,014 -5,586	-53%	-$458K	0.11%	99
2023 Q4	$875K	Buy	+10,600	New	+$854K	0.26%	49

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

Petix & Botte Financial's AFL Position: Q1 2026 in Review

Petix & Botte Financial reduced its Aflac (AFL) stake by 51% in Q1 2026, selling an estimated $506K and leaving 4,310 shares worth $946K. The position accounts for 0.21% of the portfolio, ranked #63.

Petix & Botte Financial first reported a position in AFL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Petix & Botte Financial held 4,310 shares of Aflac worth $946K as of Q1 2026.
Petix & Botte Financial sold 4,568 Aflac shares in Q1 2026, an estimated $506K.
Aflac made up 0.21% of Petix & Botte Financial's portfolio in Q1 2026, its #63 holding.
Petix & Botte Financial first reported a position in Aflac in Q4 2023 and has held it in 10 quarters since.
Petix & Botte Financial's Aflac position peaked at $1.12M in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.