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SageView Advisory Group’s Aflac AFL Stock Holding History

SageView Advisory Group’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
-929
Closed -$102K – 617
2025
Q4 		$102K Buy
+929
New +$102K ﹤0.01% 824
2025
Q1 		– Sell
-2,058
Closed -$213K – 599
2024
Q4 		$213K Buy
2,058
+171
+9% +$18.6K 0.01% 559
2024
Q3 		$211K Sell
1,887
-868
-32% -$88.2K 0.01% 487
2024
Q2 		$246K Buy
+2,755
New +$237K 0.01% 490
2024
Q1 		– Sell
-2,955
Closed -$253K – 522
2023
Q4 		$253K Buy
+2,955
New +$238K 0.01% 560

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's AFL Position: Q1 2026 in Review

SageView Advisory Group sold out of Aflac (AFL) in Q1 2026, closing a stake of 929 shares — an estimated $102K sold.

SageView Advisory Group first reported a position in AFL in Q4 2023 and held it in 5 quarters. The position peaked at $253K in Q4 2023. 1,664 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • SageView Advisory Group reported no remaining Aflac position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 929 Aflac shares in Q1 2026, an estimated $102K.
  • SageView Advisory Group first reported a position in Aflac in Q4 2023 and held it in 5 quarters.
  • SageView Advisory Group's Aflac position peaked at $253K in Q4 2023.
  • 1,664 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.