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Sound View Wealth Advisors Group’s Aflac AFL Stock Holding History

Sound View Wealth Advisors 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 		$6.54M Sell
59,586
-295
-0.5% -$32.7K 0.44% 59
2025
Q4 		$6.6M Buy
59,881
+303
+0.5% +$33.4K 0.44% 55
2025
Q3 		$6.65M Buy
59,578
+786
+1% +$82.6K 0.46% 53
2025
Q2 		$6.2M Buy
58,792
+127
+0.2% +$13.3K 0.46% 54
2025
Q1 		$6.52M Buy
58,665
+7,953
+16% +$844K 0.54% 51
2024
Q4 		$5.25M Buy
50,712
+14,641
+41% +$1.6M 0.42% 56
2024
Q3 		$4.03M Buy
36,071
+321
+0.9% +$32.6K 0.33% 68
2024
Q2 		$3.19M Buy
35,750
+90
+0.3% +$7.74K 0.33% 68
2024
Q1 		$3.06M Sell
35,660
-2,480
-7% -$203K 0.33% 68
2023
Q4 		$3.15M Buy
38,140
+223
+0.6% +$18K 0.35% 70
2023
Q3 		$2.91M Buy
37,917
+464
+1% +$34.4K 0.36% 64
2023
Q2 		$2.61M Buy
37,453
+141
+0.4% +$9.44K 0.34% 69
2023
Q1 		$2.41M Sell
37,312
-828
-2% -$56.7K 0.33% 75
2022
Q4 		$3.15M Buy
38,140
+583
+2% +$39K 0.35% 70
2022
Q3 		$2.11M Buy
37,557
+405
+1% +$23.8K 0.47% 57
2022
Q2 		$2.06M Sell
37,152
-199
-0.5% -$11.7K 0.43% 64
2022
Q1 		$2.4M Sell
37,351
-9
-0% -$563 0.46% 57
2021
Q4 		$2.18M Sell
37,360
-2,155
-5% -$121K 0.41% 61
2021
Q3 		$2.06M Hold
39,515
– – 0.43% 56
2021
Q2 		$2.12M Hold
39,515
– – 0.45% 59
2021
Q1 		$2.02M Sell
39,515
-400
-1% -$19.2K 0.47% 59
2020
Q4 		$1.77M Sell
39,915
-1,226
-3% -$50.2K 0.43% 60
2020
Q3 		$1.5M Sell
41,141
-97
-0.2% -$3.53K 0.39% 71
2020
Q2 		$1.49M Buy
41,238
+3,080
+8% +$111K 0.42% 68
2020
Q1 		$1.31M Sell
38,158
-2,475
-6% -$113K 0.45% 68
2019
Q4 		$2.15M Sell
40,633
-775
-2% -$41.1K 0.61% 54
2019
Q3 		$2.17M Sell
41,408
-17
-0% -$898 0.65% 46
2019
Q2 		$2.27M Buy
+41,425
New +$2.14M 0.67% 47

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 View Wealth Advisors Group's AFL Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Aflac (AFL) stake by 0.49% in Q1 2026, selling an estimated $32.7K and leaving 59,586 shares worth $6.54M. The position accounts for 0.44% of the portfolio, ranked #59.

Sound View Wealth Advisors Group first reported a position in AFL in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.65M in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Sound View Wealth Advisors Group held 59,586 shares of Aflac worth $6.54M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 295 Aflac shares in Q1 2026, an estimated $32.7K.
  • Aflac made up 0.44% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #59 holding.
  • Sound View Wealth Advisors Group first reported a position in Aflac in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Aflac position peaked at $6.65M in Q3 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.