SHP Wealth Management’s Aflac AFL Stock Holding History

SHP Wealth Management’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	$60.4K	Buy	550 +239	+77%	+$26.5K	﹤0.01%	460
2025 Q4	$34.3K	Buy	+311	New	+$34.3K	﹤0.01%	568

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's AFL Position: Q1 2026 in Review

SHP Wealth Management increased its Aflac (AFL) stake by 77% in Q1 2026, buying an estimated $26.5K and bringing the position to 550 shares worth $60.4K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

SHP Wealth Management first reported a position in AFL in Q4 2025 and has held it in 2 quarters since. 1,660 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

SHP Wealth Management held 550 shares of Aflac worth $60.4K as of Q1 2026.
SHP Wealth Management bought 239 Aflac shares in Q1 2026, an estimated $26.5K.
Aflac made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #460 holding.
SHP Wealth Management first reported a position in Aflac in Q4 2025 and has held it in 2 quarters since.
1,660 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.