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Sagespring Wealth Partners’s Aflac AFL Stock Holding History

Sagespring 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 		$743K Sell
6,777
-321
-5% -$35.6K 0.01% 398
2025
Q4 		$783K Sell
7,098
-585
-8% -$64.4K 0.01% 355
2025
Q3 		$858K Buy
7,683
+452
+6% +$47.5K 0.02% 331
2025
Q2 		$763K Buy
7,231
+220
+3% +$23.1K 0.02% 343
2025
Q1 		$780K Buy
7,011
+761
+12% +$80.7K 0.02% 288
2024
Q4 		$647K Buy
+6,250
New +$682K 0.02% 293

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

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

Sagespring Wealth Partners reduced its Aflac (AFL) stake by 4.5% in Q1 2026, selling an estimated $35.6K and leaving 6,777 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #398.

Sagespring Wealth Partners first reported a position in AFL in Q4 2024 and has held it in 6 quarters since. The position peaked at $858K in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Sagespring Wealth Partners held 6,777 shares of Aflac worth $743K as of Q1 2026.
  • Sagespring Wealth Partners sold 321 Aflac shares in Q1 2026, an estimated $35.6K.
  • Aflac made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #398 holding.
  • Sagespring Wealth Partners first reported a position in Aflac in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Aflac position peaked at $858K in Q3 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.