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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
2019
Q2 		– Sell
-800
Closed -$40K – 321
2019
Q1 		$40K Buy
+800
New +$38.6K 0.01% 331

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. 1,657 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.
  • 1,657 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.