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Steward Partners Investment Advisory’s Aflac AFL Stock Holding History

Steward Partners Investment Advisory’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 		$15.6M Buy
142,602
+47,380
+50% +$5.25M 0.08% 226
2025
Q4 		$10.5M Sell
95,222
-2,842
-3% -$313K 0.06% 281
2025
Q3 		$11M Buy
98,064
+2,535
+3% +$266K 0.06% 264
2025
Q2 		$10.1M Buy
95,529
+8,313
+10% +$873K 0.08% 246
2025
Q1 		$9.7M Sell
87,216
-76
-0.1% -$8.06K 0.09% 233
2024
Q4 		$9.03M Sell
87,292
-1,174
-1% -$128K 0.08% 241
2024
Q3 		$9.89M Buy
88,466
+500
+0.6% +$50.8K 0.09% 217
2024
Q2 		$7.86M Buy
87,966
+2,122
+2% +$182K 0.08% 238
2024
Q1 		$7.37M Buy
85,844
+3,931
+5% +$322K 0.08% 256
2023
Q4 		$6.76M Buy
81,913
+4,828
+6% +$389K 0.09% 225
2023
Q3 		$5.92M Sell
77,085
-18,478
-19% -$1.37M 0.09% 235
2023
Q2 		$6.67M Buy
95,563
+960
+1% +$64.3K 0.1% 213
2023
Q1 		$6.1M Buy
94,603
+72
+0.1% +$4.93K 0.1% 222
2022
Q4 		$6.8M Sell
94,531
-2,717
-3% -$182K 0.12% 197
2022
Q3 		$5.46M Sell
97,248
-2,318
-2% -$136K 0.1% 216
2022
Q2 		$5.51M Buy
99,566
+19,983
+25% +$1.18M 0.1% 223
2022
Q1 		$5.12M Buy
79,583
+2,863
+4% +$179K 0.08% 258
2021
Q4 		$4.48M Buy
76,720
+1,348
+2% +$75.5K 0.07% 291
2021
Q3 		$3.93M Buy
75,372
+1,899
+3% +$104K 0.07% 294
2021
Q2 		$3.94M Sell
73,473
-4,561
-6% -$249K 0.07% 298
2021
Q1 		$3.99M Buy
78,034
+8,172
+12% +$392K 0.07% 291
2020
Q4 		$3.11M Buy
69,862
+22,100
+46% +$905K 0.07% 282
2020
Q3 		$1.74M Sell
47,762
-16,903
-26% -$616K 0.04% 350
2020
Q2 		$2.33M Buy
64,665
+9,342
+17% +$337K 0.07% 280
2020
Q1 		$1.89M Sell
55,323
-82,430
-60% -$3.77M 0.07% 268
2019
Q4 		$7.29M Buy
137,753
+5,610
+4% +$298K 0.22% 110
2019
Q3 		$6.91M Sell
132,143
-2,248
-2% -$119K 0.23% 105
2019
Q2 		$7.37M Sell
134,391
-1,042
-0.8% -$53.7K 0.27% 91
2019
Q1 		$6.77M Buy
135,433
+1,911
+1% +$92.1K 0.29% 87
2018
Q4 		$6.08M Sell
133,522
-676
-0.5% -$30.1K 0.3% 89
2018
Q3 		$6.32M Buy
134,198
+1,421
+1% +$65K 0.3% 81
2018
Q2 		$5.71M Buy
132,777
+12,440
+10% +$559K 0.34% 69
2018
Q1 		$5.26M Buy
120,337
+13,013
+12% +$576K 0.36% 65
2017
Q4 		$4.71M Buy
107,324
+4,048
+4% +$173K 0.36% 66
2017
Q3 		$4.2M Buy
103,276
+10,202
+11% +$411K 0.43% 59
2017
Q2 		$3.62M Buy
93,074
+86,148
+1,244% +$3.24M 0.41% 65
2017
Q1 		$250K Buy
6,926
+2,036
+42% +$72.2K 0.04% 298
2016
Q4 		$170K Buy
+4,890
New +$172K 0.08% 197

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

Steward Partners Investment Advisory's AFL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Aflac (AFL) stake by 50% in Q1 2026, buying an estimated $5.25M and bringing the position to 142,602 shares worth $15.6M. The position accounts for 0.08% of the portfolio, ranked #226.

Steward Partners Investment Advisory first reported a position in AFL in Q4 2016 and has held it in 38 quarters since. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Steward Partners Investment Advisory held 142,602 shares of Aflac worth $15.6M as of Q1 2026.
  • Steward Partners Investment Advisory bought 47,380 Aflac shares in Q1 2026, an estimated $5.25M.
  • Aflac made up 0.08% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #226 holding.
  • Steward Partners Investment Advisory first reported a position in Aflac in Q4 2016 and has held it in 38 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.