RIA
AFL icon

Regal Investment Advisors’s Aflac AFL Stock Holding History

Regal Investment Advisors’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 		$6.16M Sell
56,110
-2,887
-5% -$320K 0.36% 73
2025
Q4 		$6.51M Sell
58,997
-1,390
-2% -$153K 0.39% 68
2025
Q3 		$6.75M Sell
60,387
-3,505
-5% -$368K 0.44% 60
2025
Q2 		$6.74M Sell
63,892
-2,517
-4% -$264K 0.51% 52
2025
Q1 		$7.38M Sell
66,409
-30,805
-32% -$3.27M 0.6% 39
2024
Q4 		$10.1M Buy
97,214
+625
+0.6% +$68.2K 0.76% 24
2024
Q3 		$10.8M Sell
96,589
-3,246
-3% -$330K 0.76% 23
2024
Q2 		$8.92M Buy
99,835
+1,388
+1% +$119K 0.58% 37
2024
Q1 		$8.45M Sell
98,447
-3,089
-3% -$253K 0.58% 39
2023
Q4 		$8.38M Sell
101,536
-2,266
-2% -$183K 0.63% 36
2023
Q3 		$7.97M Buy
103,802
+4,297
+4% +$319K 0.67% 33
2023
Q2 		$6.95M Buy
99,505
+311
+0.3% +$20.8K 0.58% 44
2023
Q1 		$6.4M Buy
99,194
+2,217
+2% +$152K 0.57% 49
2022
Q4 		$6.98M Buy
96,977
+3,980
+4% +$266K 0.68% 37
2022
Q3 		$5.23M Buy
92,997
+9,517
+11% +$560K 0.55% 51
2022
Q2 		$4.62M Buy
83,480
+13,075
+19% +$772K 0.48% 59
2022
Q1 		$4.53M Buy
70,405
+7,997
+13% +$501K 0.42% 63
2021
Q4 		$3.64M Buy
62,408
+5,040
+9% +$282K 0.32% 82
2021
Q3 		$2.99M Buy
57,368
+9,714
+20% +$531K 0.29% 90
2021
Q2 		$2.56M Buy
+47,654
New +$2.6M 0.26% 95
2021
Q1 		– Sell
-56,336
Closed -$2.5M – 38
2020
Q4 		$2.5M Buy
+56,336
New +$2.31M 0.28% 92
2020
Q1 		– Sell
-50,993
Closed -$2.7M – 36
2019
Q4 		$2.7M Buy
50,993
+5,118
+11% +$272K 0.49% 57
2019
Q3 		$2.4M Sell
45,875
-1,411
-3% -$74.5K 0.47% 64
2019
Q2 		$2.59M Buy
47,286
+2,107
+5% +$109K 0.51% 53
2019
Q1 		$2.26M Buy
45,179
+2,174
+5% +$105K 0.46% 61
2018
Q4 		$1.96M Buy
43,005
+4,228
+11% +$188K 0.43% 69
2018
Q3 		$1.82M Buy
38,777
+16,051
+71% +$735K 0.38% 81
2018
Q2 		$978K Sell
22,726
-13,242
-37% -$595K 0.3% 109
2018
Q1 		$1.57M Sell
35,968
-1,580
-4% -$69.9K 0.35% 96
2017
Q4 		$1.65M Buy
37,548
+4,560
+14% +$195K 0.37% 94
2017
Q3 		$1.34M Buy
32,988
+3,666
+13% +$148K 0.31% 103
2017
Q2 		$1.14M Buy
29,322
+1,414
+5% +$53.1K 0.28% 108
2017
Q1 		$1.01M Sell
27,908
-528
-2% -$18.7K 0.26% 109
2016
Q4 		$990K Buy
28,436
+2,410
+9% +$84.9K 0.27% 109
2016
Q3 		$935K Buy
26,026
+2,222
+9% +$80.9K 0.27% 107
2016
Q2 		$859K Sell
23,804
-2,994
-11% -$102K 0.24% 119
2016
Q1 		$846K Buy
26,798
+1,806
+7% +$53.6K 0.23% 112
2015
Q4 		$748K Sell
24,992
-5,542
-18% -$173K 0.19% 124
2015
Q3 		$887K Buy
30,534
+8,756
+40% +$265K 0.23% 113
2015
Q2 		$677K Sell
21,778
-6,216
-22% -$197K 0.18% 125
2015
Q1 		$896K Buy
27,994
+1,622
+6% +$49.5K 0.22% 119
2014
Q4 		$806K Buy
26,372
+7,232
+38% +$214K 0.22% 115
2014
Q3 		$557K Buy
19,140
+2,412
+14% +$73.4K 0.17% 137
2014
Q2 		$521K Buy
16,728
+1,606
+11% +$50.1K 0.19% 129
2014
Q1 		$477K Buy
15,122
+1,208
+9% +$38.4K 0.2% 119
2013
Q4 		$465K Buy
13,914
+314
+2% +$10.3K 0.27% 107
2013
Q3 		$422K Buy
13,600
+856
+7% +$25.8K 0.25% 116
2013
Q2 		$370K Buy
+12,744
New +$346K 0.2% 120

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

Regal Investment Advisors's AFL Position: Q1 2026 in Review

Regal Investment Advisors reduced its Aflac (AFL) stake by 4.9% in Q1 2026, selling an estimated $320K and leaving 56,110 shares worth $6.16M. The position accounts for 0.36% of the portfolio, ranked #73.

Regal Investment Advisors first reported a position in AFL in Q2 2013 and has held it in 48 quarters since. The position peaked at $10.8M in Q3 2024. 1,655 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Regal Investment Advisors held 56,110 shares of Aflac worth $6.16M as of Q1 2026.
  • Regal Investment Advisors sold 2,887 Aflac shares in Q1 2026, an estimated $320K.
  • Aflac made up 0.36% of Regal Investment Advisors's portfolio in Q1 2026, its #73 holding.
  • Regal Investment Advisors first reported a position in Aflac in Q2 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's Aflac position peaked at $10.8M in Q3 2024.
  • 1,655 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.