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Simplicity Wealth’s Aflac AFL Stock Holding History

Simplicity Wealth’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 		$251K Sell
2,289
-205
-8% -$22.7K 0.01% 649
2025
Q4 		$275K Buy
2,494
+259
+12% +$28.5K 0.02% 583
2025
Q3 		$250K Sell
2,235
-2,681
-55% -$282K 0.01% 609
2025
Q2 		$518K Buy
4,916
+2,859
+139% +$300K 0.02% 450
2025
Q1 		$229K Sell
2,057
-20
-1% -$2.12K 0.02% 487
2024
Q4 		$215K Sell
2,077
-2,449
-54% -$267K 0.04% 301
2024
Q3 		$506K Sell
4,526
-8,950
-66% -$910K 0.05% 289
2024
Q2 		$1.2M Buy
13,476
+2,491
+23% +$214K 0.03% 477
2024
Q1 		$943K Buy
+10,985
New +$901K 0.02% 539

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

Simplicity Wealth's AFL Position: Q1 2026 in Review

Simplicity Wealth reduced its Aflac (AFL) stake by 8.2% in Q1 2026, selling an estimated $22.7K and leaving 2,289 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #649.

Simplicity Wealth first reported a position in AFL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q2 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Simplicity Wealth held 2,289 shares of Aflac worth $251K as of Q1 2026.
  • Simplicity Wealth sold 205 Aflac shares in Q1 2026, an estimated $22.7K.
  • Aflac made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #649 holding.
  • Simplicity Wealth first reported a position in Aflac in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Aflac position peaked at $1.2M in Q2 2024.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.