Principia Wealth Advisory’s Aflac AFL Stock Holding History

Principia Wealth Advisory’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
2025 Q4	$3.97K	Buy	36 +4	+13%	+$441	﹤0.01%	317
2025 Q3	$3.57K	Buy	32 +14	+78%	+$1.47K	﹤0.01%	329
2025 Q2	$1.9K	Buy	18 +3	+20%	+$315	﹤0.01%	401
2025 Q1	$1.58K	Buy	15 +2	+15%	+$212	﹤0.01%	322
2024 Q4	$1.34K	Buy	+13	New	+$1.42K	﹤0.01%	306

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Principia Wealth Advisory's AFL Position: Q4 2025 in Review

Principia Wealth Advisory increased its Aflac (AFL) stake by 13% in Q4 2025, buying an estimated $441 and bringing the position to 36 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Principia Wealth Advisory first reported a position in AFL in Q4 2024 and has held it in 5 quarters since. 1,681 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

Principia Wealth Advisory held 36 shares of Aflac worth $3.97K as of Q4 2025.
Principia Wealth Advisory bought 4 Aflac shares in Q4 2025, an estimated $441.
Aflac made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #317 holding.
Principia Wealth Advisory first reported a position in Aflac in Q4 2024 and has held it in 5 quarters since.
1,681 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.