Ruggaard & Associates’s Aflac AFL Stock Holding History

Ruggaard & Associates’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	$872K	Hold	7,949	–	–	0.35%	45
2025 Q4	$877K	Hold	7,949	–	–	0.35%	45
2025 Q3	$888K	Sell	7,949 -2	-0%	-$210	0.33%	43
2025 Q2	$839K	Hold	7,951	–	–	0.34%	39
2025 Q1	$884K	Hold	7,951	–	–	0.39%	33
2024 Q4	$822K	Sell	7,951 -54	-0.7%	-$5.89K	0.36%	35
2024 Q3	$895K	Hold	8,005	–	–	0.39%	32
2024 Q2	$715K	Sell	8,005 -35	-0.4%	-$3.01K	0.33%	37
2024 Q1	$690K	Hold	8,040	–	–	0.33%	35
2023 Q4	$663K	Sell	8,040 -60	-0.7%	-$4.83K	0.35%	39
2023 Q3	$622K	Hold	8,100	–	–	0.37%	38
2023 Q2	$565K	Hold	8,100	–	–	0.33%	47
2023 Q1	$523K	Buy	+8,100	New	+$554K	0.32%	49

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ruggaard & Associates's AFL Position: Q1 2026 in Review

Ruggaard & Associates held its Aflac (AFL) position steady in Q1 2026 at 7,949 shares worth $872K. The position accounts for 0.35% of the portfolio, ranked #45.

Ruggaard & Associates first reported a position in AFL in Q1 2023 and has held it in 13 quarters since. The position peaked at $895K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Ruggaard & Associates held 7,949 shares of Aflac worth $872K as of Q1 2026.
Ruggaard & Associates left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.35% of Ruggaard & Associates's portfolio in Q1 2026, its #45 holding.
Ruggaard & Associates first reported a position in Aflac in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's Aflac position peaked at $895K in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.