SAI
AFL icon

Savvy Advisors Inc’s Aflac AFL Stock Holding History

Savvy Advisors Inc’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 		$657K Sell
5,987
-123
-2% -$13.6K 0.02% 574
2025
Q4 		$674K Buy
6,110
+264
+5% +$29.1K 0.02% 467
2025
Q3 		$653K Buy
5,846
+1,286
+28% +$135K 0.03% 370
2025
Q2 		$481K Buy
4,560
+840
+23% +$88.3K 0.03% 361
2025
Q1 		$414K Buy
3,720
+490
+15% +$52K 0.04% 320
2024
Q4 		$334K Buy
3,230
+136
+4% +$14.8K 0.04% 319
2024
Q3 		$346K Buy
3,094
+531
+21% +$54K 0.07% 234
2024
Q2 		$229K Buy
2,563
+42
+2% +$3.61K 0.07% 265
2024
Q1 		$216K Sell
2,521
-19
-0.7% -$1.56K 0.12% 202
2023
Q4 		$210K Buy
+2,540
New +$205K 0.2% 146

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

Savvy Advisors Inc's AFL Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Aflac (AFL) stake by 2% in Q1 2026, selling an estimated $13.6K and leaving 5,987 shares worth $657K. The position accounts for 0.02% of the portfolio, ranked #574.

Savvy Advisors Inc first reported a position in AFL in Q4 2023 and has held it in 10 quarters since. The position peaked at $674K in Q4 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Savvy Advisors Inc held 5,987 shares of Aflac worth $657K as of Q1 2026.
  • Savvy Advisors Inc sold 123 Aflac shares in Q1 2026, an estimated $13.6K.
  • Aflac made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #574 holding.
  • Savvy Advisors Inc first reported a position in Aflac in Q4 2023 and has held it in 10 quarters since.
  • Savvy Advisors Inc's Aflac position peaked at $674K in Q4 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

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