RWM
AFL icon

Ritholtz Wealth Management’s Aflac AFL Stock Holding History

Ritholtz 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 		$2.91M Sell
26,536
-826
-3% -$91.5K 0.05% 281
2025
Q4 		$3.02M Buy
27,362
+311
+1% +$34.3K 0.06% 252
2025
Q3 		$3.02M Sell
27,051
-816
-3% -$85.7K 0.06% 230
2025
Q2 		$2.94M Buy
27,867
+741
+3% +$77.9K 0.06% 206
2025
Q1 		$3.02M Buy
27,126
+348
+1% +$36.9K 0.09% 162
2024
Q4 		$2.77M Buy
26,778
+271
+1% +$29.6K 0.08% 164
2024
Q3 		$2.96M Buy
26,507
+190
+0.7% +$19.3K 0.09% 155
2024
Q2 		$2.35M Buy
26,317
+6,474
+33% +$557K 0.08% 172
2024
Q1 		$1.7M Sell
19,843
-157
-0.8% -$12.9K 0.06% 227
2023
Q4 		$1.65M Buy
20,000
+3,894
+24% +$314K 0.06% 200
2023
Q3 		$1.24M Buy
16,106
+1,998
+14% +$148K 0.06% 231
2023
Q2 		$985K Buy
14,108
+426
+3% +$28.5K 0.04% 274
2023
Q1 		$883K Sell
13,682
-5,940
-30% -$407K 0.04% 288
2022
Q4 		$1.41M Buy
19,622
+7,136
+57% +$478K 0.08% 176
2022
Q3 		$702K Buy
+12,486
New +$735K 0.04% 321

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

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

Ritholtz Wealth Management reduced its Aflac (AFL) stake by 3% in Q1 2026, selling an estimated $91.5K and leaving 26,536 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #281.

Ritholtz Wealth Management first reported a position in AFL in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.02M in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Ritholtz Wealth Management held 26,536 shares of Aflac worth $2.91M as of Q1 2026.
  • Ritholtz Wealth Management sold 826 Aflac shares in Q1 2026, an estimated $91.5K.
  • Aflac made up 0.05% of Ritholtz Wealth Management's portfolio in Q1 2026, its #281 holding.
  • Ritholtz Wealth Management first reported a position in Aflac in Q3 2022 and has held it in 15 quarters since.
  • Ritholtz Wealth Management's Aflac position peaked at $3.02M in Q3 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.