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SimplyRich’s Aflac AFL Stock Holding History

SimplyRich’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 		$1.81M Sell
16,468
-149
-0.9% -$16.5K 0.46% 50
2025
Q4 		$1.83M Buy
16,617
+149
+0.9% +$16.4K 0.48% 49
2025
Q3 		$1.84M Sell
16,468
-225
-1% -$23.6K 0.5% 49
2025
Q2 		$1.76M Hold
16,693
– – 0.49% 50
2025
Q1 		$1.86M Buy
16,693
+128
+0.8% +$13.6K 0.54% 46
2024
Q4 		$1.71M Buy
16,565
+222
+1% +$24.2K 0.49% 51
2024
Q3 		$1.83M Buy
16,343
+2,213
+16% +$225K 0.51% 45
2024
Q2 		$1.26M Buy
14,130
+128
+0.9% +$11K 0.4% 62
2024
Q1 		$1.2M Buy
14,002
+82
+0.6% +$6.72K 0.39% 63
2023
Q4 		$1.15M Sell
13,920
-2
-0% -$161 0.39% 62
2023
Q3 		$1.07M Hold
13,922
– – 0.52% 53
2023
Q2 		$971K Buy
13,922
+11
+0.1% +$736 0.35% 77
2023
Q1 		$897K Hold
13,911
– – 0.34% 82
2022
Q4 		$1M Buy
13,911
+8
+0.1% +$536 0.4% 65
2022
Q3 		$781K Sell
13,903
-1,477
-10% -$86.9K 0.35% 78
2022
Q2 		$850K Sell
15,380
-212
-1% -$12.5K 0.35% 75
2022
Q1 		$1M Sell
15,592
-191
-1% -$12K 0.35% 76
2021
Q4 		$922K Buy
15,783
+159
+1% +$8.91K 0.31% 85
2021
Q3 		$814K Hold
15,624
– – 0.3% 90
2021
Q2 		$838K Buy
15,624
+3,334
+27% +$182K 0.39% 77
2021
Q1 		$629K Buy
12,290
+6,153
+100% +$295K 0.25% 96
2020
Q4 		$273K Hold
6,137
– – 0.12% 129
2020
Q3 		$223K Buy
6,137
+180
+3% +$6.55K 0.11% 133
2020
Q2 		$211K Buy
+5,957
New +$215K 0.12% 131

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

SimplyRich's AFL Position: Q1 2026 in Review

SimplyRich reduced its Aflac (AFL) stake by 0.9% in Q1 2026, selling an estimated $16.5K and leaving 16,468 shares worth $1.81M. The position accounts for 0.46% of the portfolio, ranked #50.

SimplyRich first reported a position in AFL in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.86M in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • SimplyRich held 16,468 shares of Aflac worth $1.81M as of Q1 2026.
  • SimplyRich sold 149 Aflac shares in Q1 2026, an estimated $16.5K.
  • Aflac made up 0.46% of SimplyRich's portfolio in Q1 2026, its #50 holding.
  • SimplyRich first reported a position in Aflac in Q2 2020 and has held it in 24 quarters since.
  • SimplyRich's Aflac position peaked at $1.86M in Q1 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.