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Quotient Wealth Partners’s Aflac AFL Stock Holding History

Quotient 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 		$306K Sell
2,793
-14
-0.5% -$1.55K 0.01% 282
2025
Q4 		$309K Buy
2,807
+41
+1% +$4.52K 0.01% 271
2025
Q3 		$309K Sell
2,766
-81
-3% -$8.51K 0.01% 268
2025
Q2 		$300K Buy
2,847
+17
+0.6% +$1.79K 0.01% 267
2025
Q1 		$315K Buy
2,830
+215
+8% +$22.8K 0.01% 250
2024
Q4 		$270K Buy
2,615
+108
+4% +$11.8K 0.01% 266
2024
Q3 		$280K Sell
2,507
-88
-3% -$8.94K 0.01% 260
2024
Q2 		$232K Buy
+2,595
New +$223K 0.01% 283
2024
Q1 		– Sell
-2,581
Closed -$213K – 294
2023
Q4 		$213K Buy
+2,581
New +$208K 0.01% 266

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

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

Quotient Wealth Partners reduced its Aflac (AFL) stake by 0.5% in Q1 2026, selling an estimated $1.55K and leaving 2,793 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #282.

Quotient Wealth Partners first reported a position in AFL in Q4 2023 and has held it in 9 quarters since. The position peaked at $315K in Q1 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Quotient Wealth Partners held 2,793 shares of Aflac worth $306K as of Q1 2026.
  • Quotient Wealth Partners sold 14 Aflac shares in Q1 2026, an estimated $1.55K.
  • Aflac made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #282 holding.
  • Quotient Wealth Partners first reported a position in Aflac in Q4 2023 and has held it in 9 quarters since.
  • Quotient Wealth Partners's Aflac position peaked at $315K in Q1 2025.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.