Strategic Wealth Partners’s Aflac AFL Stock Holding History

Strategic Wealth Partners’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	$119K	Sell	1,086 -3	-0.3%	-$332	0.01%	370
2025 Q4	$120K	Buy	1,089 +196	+22%	+$21.6K	0.01%	379
2025 Q3	$99.7K	Buy	893 +68	+8%	+$7.14K	0.01%	437
2025 Q2	$87K	Buy	+825	New	+$86.7K	0.01%	413
2019 Q4	–	Sell	-2,748	Closed	-$36.5K	–	142
2019 Q3	$36.5K	Buy	2,748 +1	+0%	+$53	0.19%	96
2019 Q2	$150K	Sell	2,747 -1,479	-35%	-$76.3K	0.07%	147
2019 Q1	$211K	Buy	4,226 +427	+11%	+$20.6K	0.1%	135
2018 Q4	$181K	Sell	3,799 -316	-8%	-$14K	0.09%	141
2018 Q3	$194K	Buy	4,115 +2	+0%	+$92	0.1%	131
2018 Q2	$177K	Sell	4,113 -20,511	-83%	-$921K	0.1%	151
2018 Q1	$1.08M	Buy	24,624 +3,202	+15%	+$142K	0.56%	57
2017 Q4	$901K	Buy	+21,422	New	+$914K	0.5%	70

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strategic Wealth Partners's AFL Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Aflac (AFL) stake by 0.28% in Q1 2026, selling an estimated $332 and leaving 1,086 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #370.

Strategic Wealth Partners first reported a position in AFL in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.08M in Q1 2018. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Strategic Wealth Partners held 1,086 shares of Aflac worth $119K as of Q1 2026.
Strategic Wealth Partners sold 3 Aflac shares in Q1 2026, an estimated $332.
Aflac made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #370 holding.
Strategic Wealth Partners first reported a position in Aflac in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's Aflac position peaked at $1.08M in Q1 2018.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.