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Private Wealth Asset Management’s Aflac AFL Stock Holding History

Private Wealth Asset 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 		$1.85M Buy
16,839
+1
+0% +$111 0.2% 81
2025
Q4 		$1.86M Buy
16,838
+38
+0.2% +$4.19K 0.2% 76
2025
Q3 		$1.88M Sell
16,800
-1,525
-8% -$160K 0.22% 71
2025
Q2 		$1.93M Sell
18,325
-35
-0.2% -$3.68K 0.26% 67
2025
Q1 		$2.04M Buy
+18,360
New +$1.95M 0.29% 59

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

Private Wealth Asset Management's AFL Position: Q1 2026 in Review

Private Wealth Asset Management increased its Aflac (AFL) stake by 0.01% in Q1 2026, buying an estimated $111 and bringing the position to 16,839 shares worth $1.85M. The position accounts for 0.2% of the portfolio, ranked #81.

Private Wealth Asset Management first reported a position in AFL in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.04M in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Private Wealth Asset Management held 16,839 shares of Aflac worth $1.85M as of Q1 2026.
  • Private Wealth Asset Management bought 1 Aflac share in Q1 2026, an estimated $111.
  • Aflac made up 0.2% of Private Wealth Asset Management's portfolio in Q1 2026, its #81 holding.
  • Private Wealth Asset Management first reported a position in Aflac in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Aflac position peaked at $2.04M in Q1 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.