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Root Financial Partners’s Aflac AFL Stock Holding History

Root Financial 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 		$259K Buy
2,360
+241
+11% +$26.7K 0.01% 284
2025
Q4 		$234K Buy
2,119
+92
+5% +$10.1K 0.01% 267
2025
Q3 		$226K Buy
+2,027
New +$213K 0.01% 260

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

Root Financial Partners's AFL Position: Q1 2026 in Review

Root Financial Partners increased its Aflac (AFL) stake by 11% in Q1 2026, buying an estimated $26.7K and bringing the position to 2,360 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #284.

Root Financial Partners first reported a position in AFL in Q3 2025 and has held it in 3 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Root Financial Partners held 2,360 shares of Aflac worth $259K as of Q1 2026.
  • Root Financial Partners bought 241 Aflac shares in Q1 2026, an estimated $26.7K.
  • Aflac made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #284 holding.
  • Root Financial Partners first reported a position in Aflac in Q3 2025 and has held it in 3 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.