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Sound Financial Strategies Group’s Aflac AFL Stock Holding History

Sound Financial Strategies Group’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 		$275K Sell
2,502
-3,585
-59% -$397K 0.19% 84
2025
Q4 		$671K Sell
6,087
-670
-10% -$73.8K 0.47% 60
2025
Q3 		$755K Sell
6,757
-533
-7% -$56K 0.55% 51
2025
Q2 		$769K Buy
7,290
+157
+2% +$16.5K 0.65% 47
2025
Q1 		$793K Sell
7,133
-1,143
-14% -$121K 0.71% 31
2024
Q4 		$856K Sell
8,276
-117
-1% -$12.8K 0.71% 34
2024
Q3 		$938K Sell
8,393
-45
-0.5% -$4.57K 0.75% 12
2024
Q2 		$754K Buy
8,438
+1,063
+14% +$91.4K 0.65% 24
2024
Q1 		$633K Sell
7,375
-34
-0.5% -$2.79K 0.53% 34
2023
Q4 		$611K Sell
7,409
-5,710
-44% -$460K 0.52% 33
2023
Q3 		$1.01M Sell
13,119
-1,078
-8% -$80K 0.83% 12
2023
Q2 		$991K Sell
14,197
-1,624
-10% -$109K 0.72% 29
2023
Q1 		$1.02M Sell
15,821
-257
-2% -$17.6K 0.68% 34
2022
Q4 		$1.16M Buy
+16,078
New +$1.08M 0.84% 12
2022
Q2 		– Sell
-27,408
Closed -$1.76M – 46
2022
Q1 		$1.76M Buy
+27,408
New +$1.72M 0.97% 7
2020
Q4 		– Sell
-21,127
Closed -$768K – 82
2020
Q3 		$768K Sell
21,127
-342
-2% -$12.5K 0.49% 21
2020
Q2 		$774K Sell
21,469
-88
-0.4% -$3.18K 0.5% 23
2020
Q1 		$738K Sell
21,557
-19,507
-48% -$892K 0.5% 24
2019
Q4 		$2.17M Buy
+41,064
New +$2.18M 1.38% 17

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

Sound Financial Strategies Group's AFL Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Aflac (AFL) stake by 59% in Q1 2026, selling an estimated $397K and leaving 2,502 shares worth $275K. The position accounts for 0.19% of the portfolio, ranked #84.

Sound Financial Strategies Group first reported a position in AFL in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.17M in Q4 2019. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Sound Financial Strategies Group held 2,502 shares of Aflac worth $275K as of Q1 2026.
  • Sound Financial Strategies Group sold 3,585 Aflac shares in Q1 2026, an estimated $397K.
  • Aflac made up 0.19% of Sound Financial Strategies Group's portfolio in Q1 2026, its #84 holding.
  • Sound Financial Strategies Group first reported a position in Aflac in Q4 2019 and has held it in 19 quarters since.
  • Sound Financial Strategies Group's Aflac position peaked at $2.17M in Q4 2019.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.