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Strait & Sound Wealth Management’s Aflac AFL Stock Holding History

Strait & Sound Wealth Management’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 		$217K Buy
1,978
+137
+7% +$15.2K 0.08% 154
2025
Q4 		$203K Sell
1,841
-17
-0.9% -$1.87K 0.08% 145
2025
Q3 		$208K Buy
+1,858
New +$195K 0.08% 140

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

Strait & Sound Wealth Management's AFL Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its Aflac (AFL) stake by 7.4% in Q1 2026, buying an estimated $15.2K and bringing the position to 1,978 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #154.

Strait & Sound Wealth Management first reported a position in AFL in Q3 2025 and has held it in 3 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Strait & Sound Wealth Management held 1,978 shares of Aflac worth $217K as of Q1 2026.
  • Strait & Sound Wealth Management bought 137 Aflac shares in Q1 2026, an estimated $15.2K.
  • Aflac made up 0.08% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #154 holding.
  • Strait & Sound Wealth Management first reported a position in Aflac in Q3 2025 and has held it in 3 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.