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RWA Wealth Partners’s Aflac AFL Stock Holding History

RWA Wealth 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 		$1.06M Sell
9,643
-4,480
-32% -$497K 0.01% 337
2025
Q4 		$1.56M Buy
14,123
+3,075
+28% +$339K 0.02% 293
2025
Q3 		$1.23M Sell
11,048
-1,464
-12% -$154K 0.01% 318
2025
Q2 		$1.32M Buy
12,512
+393
+3% +$41.3K 0.02% 290
2025
Q1 		$1.35M Sell
12,119
-462
-4% -$49K 0.02% 279
2024
Q4 		$1.3M Buy
12,581
+6,001
+91% +$654K 0.02% 289
2024
Q3 		$736K Sell
6,580
-66
-1% -$6.71K 0.01% 362
2024
Q2 		$594K Buy
6,646
+1,256
+23% +$108K 0.01% 373
2024
Q1 		$463K Sell
5,390
-158
-3% -$13K 0.01% 400
2023
Q4 		$458K Buy
+5,548
New +$447K 0.01% 388
2020
Q1 		– Sell
-4,876
Closed -$258K – 198
2019
Q4 		$258K Buy
+4,876
New +$259K 0.03% 211
2019
Q3 		– Sell
-3,676
Closed -$201K – 231
2019
Q2 		$201K Buy
+3,676
New +$190K 0.02% 223
2018
Q4 		– Sell
-4,300
Closed -$202K – 218
2018
Q3 		$202K Hold
4,300
– – 0.02% 222
2018
Q2 		$185K Sell
4,300
-242
-5% -$10.9K 0.02% 235
2018
Q1 		$199K Sell
4,542
-1,404
-24% -$62.1K 0.03% 198
2017
Q4 		$261K Buy
5,946
+66
+1% +$2.82K 0.03% 203
2017
Q3 		$239K Buy
+5,880
New +$237K 0.03% 209

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

RWA Wealth Partners's AFL Position: Q1 2026 in Review

RWA Wealth Partners reduced its Aflac (AFL) stake by 32% in Q1 2026, selling an estimated $497K and leaving 9,643 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #337.

RWA Wealth Partners first reported a position in AFL in Q3 2017 and has held it in 17 quarters since. The position peaked at $1.56M in Q4 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • RWA Wealth Partners held 9,643 shares of Aflac worth $1.06M as of Q1 2026.
  • RWA Wealth Partners sold 4,480 Aflac shares in Q1 2026, an estimated $497K.
  • Aflac made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #337 holding.
  • RWA Wealth Partners first reported a position in Aflac in Q3 2017 and has held it in 17 quarters since.
  • RWA Wealth Partners's Aflac position peaked at $1.56M in Q4 2025.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.