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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
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 		$668 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

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

Principle Wealth Partners's AFL Position: Q1 2026 in Review

Principle Wealth Partners reduced its Aflac (AFL) stake by 13% in Q1 2026, selling an estimated $162K and leaving 9,455 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #168.

Principle Wealth Partners first reported a position in AFL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.31M in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Principle Wealth Partners held 9,455 shares of Aflac worth $1.04M as of Q1 2026.
  • Principle Wealth Partners sold 1,466 Aflac shares in Q1 2026, an estimated $162K.
  • Aflac made up 0.06% of Principle Wealth Partners's portfolio in Q1 2026, its #168 holding.
  • Principle Wealth Partners first reported a position in Aflac in Q4 2020 and has held it in 22 quarters since.
  • Principle Wealth Partners's Aflac position peaked at $1.31M in Q3 2024.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.