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Summit Financial’s Aflac AFL Stock Holding History

Summit Financial’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 		$2.5M Sell
22,795
-511
-2% -$56.6K 0.03% 514
2025
Q4 		$2.57M Sell
23,306
-44
-0.2% -$4.85K 0.04% 425
2025
Q3 		$2.61M Sell
23,350
-22,405
-49% -$2.35M 0.04% 415
2025
Q2 		$4.83M Buy
45,755
+3,308
+8% +$348K 0.11% 165
2025
Q1 		$4.72M Buy
42,447
+23,178
+120% +$2.46M 0.13% 144
2024
Q4 		$1.99M Buy
19,269
+123
+0.6% +$13.4K 0.07% 214
2024
Q3 		$2.14M Buy
19,146
+3,975
+26% +$404K 0.08% 173
2024
Q2 		$1.35M Buy
+15,171
New +$1.3M 0.06% 190

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

Summit Financial's AFL Position: Q1 2026 in Review

Summit Financial reduced its Aflac (AFL) stake by 2.2% in Q1 2026, selling an estimated $56.6K and leaving 22,795 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #514.

Summit Financial first reported a position in AFL in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.83M in Q2 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Summit Financial held 22,795 shares of Aflac worth $2.5M as of Q1 2026.
  • Summit Financial sold 511 Aflac shares in Q1 2026, an estimated $56.6K.
  • Aflac made up 0.03% of Summit Financial's portfolio in Q1 2026, its #514 holding.
  • Summit Financial first reported a position in Aflac in Q2 2024 and has held it in 8 quarters since.
  • Summit Financial's Aflac position peaked at $4.83M in Q2 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.