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Rialto Wealth Management’s Aflac AFL Stock Holding History

Rialto Wealth 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 		$217K Sell
1,981
-138
-7% -$15.3K 0.05% 153
2025
Q4 		$234K Buy
2,119
+1,783
+531% +$196K 0.06% 149
2025
Q3 		$37.5K Sell
336
-32
-9% -$3.36K 0.01% 290
2025
Q2 		$38.8K Sell
368
-37
-9% -$3.89K 0.01% 286
2025
Q1 		$45K Buy
405
+5
+1% +$530 0.01% 268
2024
Q4 		$41.4K Buy
+400
New +$43.6K 0.01% 273

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

Rialto Wealth Management's AFL Position: Q1 2026 in Review

Rialto Wealth Management reduced its Aflac (AFL) stake by 6.5% in Q1 2026, selling an estimated $15.3K and leaving 1,981 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #153.

Rialto Wealth Management first reported a position in AFL in Q4 2024 and has held it in 6 quarters since. The position peaked at $234K in Q4 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Rialto Wealth Management held 1,981 shares of Aflac worth $217K as of Q1 2026.
  • Rialto Wealth Management sold 138 Aflac shares in Q1 2026, an estimated $15.3K.
  • Aflac made up 0.05% of Rialto Wealth Management's portfolio in Q1 2026, its #153 holding.
  • Rialto Wealth Management first reported a position in Aflac in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Aflac position peaked at $234K in Q4 2025.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.