Sierra Summit Advisors’s Aflac AFL Stock Holding History

Sierra Summit 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	-5,000	Closed	-$551K	–	182
2025 Q4	$551K	Hold	5,000	–	–	0.08%	146
2025 Q3	$559K	Hold	5,000	–	–	0.09%	150
2025 Q2	$527K	Hold	5,000	–	–	0.09%	150
2025 Q1	$556K	Hold	5,000	–	–	0.12%	140
2024 Q4	$517K	Hold	5,000	–	–	0.1%	117
2024 Q3	$559K	Hold	5,000	–	–	0.13%	93
2024 Q2	$447K	Buy	+5,000	New	+$430K	0.11%	100

Other funds holding AFL

JPH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Sierra Summit Advisors's AFL Position: Q1 2026 in Review

Sierra Summit Advisors sold out of Aflac (AFL) in Q1 2026, closing a stake of 5,000 shares — an estimated $551K sold.

Sierra Summit Advisors first reported a position in AFL in Q2 2024 and held it in 7 quarters. The position peaked at $559K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Sierra Summit Advisors reported no remaining Aflac position as of Q1 2026 after selling out during the quarter.
Sierra Summit Advisors sold 5,000 Aflac shares in Q1 2026, an estimated $551K.
Sierra Summit Advisors first reported a position in Aflac in Q2 2024 and held it in 7 quarters.
Sierra Summit Advisors's Aflac position peaked at $559K in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Sierra Summit Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.