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Sage Mountain Advisors’s Aflac AFL Stock Holding History

Sage Mountain Advisors’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 		– Sell
-5,031
Closed -$555K – 292
2025
Q4 		$555K Sell
5,031
-753
-13% -$82.9K 0.03% 254
2025
Q3 		$646K Buy
5,784
+2,317
+67% +$243K 0.04% 223
2025
Q2 		$366K Sell
3,467
-695
-17% -$73K 0.02% 288
2025
Q1 		$463K Sell
4,162
-244
-6% -$25.9K 0.03% 234
2024
Q4 		$456K Sell
4,406
-3
-0.1% -$327 0.03% 226
2024
Q3 		$493K Sell
4,409
-613
-12% -$62.3K 0.04% 202
2024
Q2 		$449K Buy
+5,022
New +$432K 0.04% 189

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

Sage Mountain Advisors's AFL Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Aflac (AFL) in Q1 2026, closing a stake of 5,031 shares — an estimated $555K sold.

Sage Mountain Advisors first reported a position in AFL in Q2 2024 and held it in 7 quarters. The position peaked at $646K in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Aflac position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 5,031 Aflac shares in Q1 2026, an estimated $555K.
  • Sage Mountain Advisors first reported a position in Aflac in Q2 2024 and held it in 7 quarters.
  • Sage Mountain Advisors's Aflac position peaked at $646K in Q3 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.