Principle Wealth Partners
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Principle Wealth Partners’s Aflac AFL Stock Holding History

Principle Wealth Partners’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 		$1.06M Hold
9,456
– – 0.05% 185
2026
Q2 		$1.11M Buy
9,456
+1
+0% +$115 0.05% 175
2026
Q1 		$1.04M Sell
9,455
-1,466
-13% -$162K 0.06% 168
2025
Q4 		$1.2M Hold
10,921
– – 0.07% 159
2025
Q3 		$1.22M Buy
10,921
+147
+1% +$15.4K 0.07% 154
2025
Q2 		$1.14M Sell
10,774
-965
-8% -$101K 0.07% 147
2025
Q1 		$1.31M Hold
11,739
– – 0.09% 138
2024
Q4 		$1.21M Hold
11,739
– – 0.09% 142
2024
Q3 		$1.31M Hold
11,739
– – 0.09% 138
2024
Q2 		$1.05M Hold
11,739
– – 0.08% 153
2024
Q1 		$1.01M Hold
11,739
– – 0.08% 160
2023
Q4 		$968K Hold
11,739
– – 0.08% 160
2023
Q3 		$901K Hold
11,739
– – 0.09% 156
2023
Q2 		$819K Sell
11,739
-154
-1% -$10.3K 0.08% 152
2023
Q1 		$767K Hold
11,893
– – 0.08% 155
2022
Q4 		$856K Hold
11,893
– – 0.1% 146
2022
Q3 		$668K Hold
11,893
– – 0.06% 157
2022
Q2 		$658K Sell
11,893
-378
-3% -$22.3K 0.08% 168
2022
Q1 		$790K Buy
12,271
+2
+0% +$125 0.08% 158
2021
Q4 		$716K Sell
12,269
-1,563
-11% -$87.6K 0.08% 167
2021
Q3 		$721K Buy
13,832
+2
+0% +$109 0.08% 158
2021
Q2 		$742K Buy
13,830
+3
+0% +$164 0.08% 157
2021
Q1 		$708K Buy
13,827
+5,172
+60% +$248K 0.08% 153
2020
Q4 		$385K Buy
+8,655
New +$354K 0.05% 201

Other funds holding AFL

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principle Wealth Partners's AFL Position: Q3 2026 in Review

Principle Wealth Partners held its Aflac (AFL) position steady in Q3 2026 at 9,456 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #185.

Principle Wealth Partners first reported a position in AFL in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.31M in Q3 2024. 1,152 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Principle Wealth Partners held 9,456 shares of Aflac worth $1.06M as of Q3 2026.
  • Principle Wealth Partners left its Aflac share count unchanged in Q3 2026.
  • Aflac made up 0.05% of Principle Wealth Partners's portfolio in Q3 2026, its #185 holding.
  • Principle Wealth Partners first reported a position in Aflac in Q4 2020 and has held it in 24 quarters since.
  • Principle Wealth Partners's Aflac position peaked at $1.31M in Q3 2024.
  • 1,152 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.