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Private Wealth Management Group’s Aflac AFL Stock Holding History

Private Wealth Management Group’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 		$41.6K Buy
379
+222
+141% +$24.6K 0.01% 216
2025
Q4 		$17.3K Sell
157
-1
-0.6% -$110 ﹤0.01% 361
2025
Q3 		$17.6K Hold
158
– – ﹤0.01% 364
2025
Q2 		$16.7K Sell
158
-5
-3% -$525 0.01% 353
2025
Q1 		$18.1K Hold
163
– – 0.01% 320
2024
Q4 		$16.9K Hold
163
– – 0.01% 349
2024
Q3 		$18.2K Sell
163
-13
-7% -$1.32K 0.01% 313
2024
Q2 		$15.7K Sell
176
-70
-28% -$6.02K 0.01% 330
2024
Q1 		$21.1K Hold
246
– – 0.01% 260
2023
Q4 		$20.3K Buy
+246
New +$19.8K 0.01% 264

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 Management Group's AFL Position: Q1 2026 in Review

Private Wealth Management Group increased its Aflac (AFL) stake by 141% in Q1 2026, buying an estimated $24.6K and bringing the position to 379 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #216.

Private Wealth Management Group first reported a position in AFL in Q4 2023 and has held it in 10 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Private Wealth Management Group held 379 shares of Aflac worth $41.6K as of Q1 2026.
  • Private Wealth Management Group bought 222 Aflac shares in Q1 2026, an estimated $24.6K.
  • Aflac made up 0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #216 holding.
  • Private Wealth Management Group first reported a position in Aflac in Q4 2023 and has held it in 10 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.