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Soltis Investment Advisors’s Aflac AFL Stock Holding History

Soltis Investment 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 		$772K Buy
7,035
+146
+2% +$16.2K 0.05% 260
2025
Q4 		$760K Buy
6,889
+3,051
+79% +$336K 0.05% 248
2025
Q3 		$429K Buy
+3,838
New +$403K 0.03% 321
2025
Q1 		– Sell
-2,157
Closed -$223K – 369
2024
Q4 		$223K Sell
2,157
-81
-4% -$8.83K 0.02% 338
2024
Q3 		$250K Sell
2,238
-1,059
-32% -$108K 0.02% 308
2024
Q2 		$294K Buy
+3,297
New +$283K 0.03% 263

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

Soltis Investment Advisors's AFL Position: Q1 2026 in Review

Soltis Investment Advisors increased its Aflac (AFL) stake by 2.1% in Q1 2026, buying an estimated $16.2K and bringing the position to 7,035 shares worth $772K. The position accounts for 0.05% of the portfolio, ranked #260.

Soltis Investment Advisors first reported a position in AFL in Q2 2024 and has held it in 6 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Soltis Investment Advisors held 7,035 shares of Aflac worth $772K as of Q1 2026.
  • Soltis Investment Advisors bought 146 Aflac shares in Q1 2026, an estimated $16.2K.
  • Aflac made up 0.05% of Soltis Investment Advisors's portfolio in Q1 2026, its #260 holding.
  • Soltis Investment Advisors first reported a position in Aflac in Q2 2024 and has held it in 6 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

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