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Summit Securities Group’s Aflac AFL Stock Holding History

Summit Securities 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 		$8.45K Sell
77
-1,166
-94% -$129K ﹤0.01% 696
2025
Q4 		$137K Buy
1,243
+413
+50% +$45.5K 0.02% 403
2025
Q3 		$92.7K Sell
830
-1,874
-69% -$197K 0.02% 408
2025
Q2 		$285K Buy
+2,704
New +$284K 0.05% 189
2023
Q3 		– Sell
-719
Closed -$50K – 537
2023
Q2 		$50K Sell
719
-380
-35% -$25.4K 0.01% 409
2023
Q1 		$71K Buy
1,099
+526
+92% +$36K 0.01% 359
2022
Q4 		$41K Sell
573
-17,329
-97% -$1.16M ﹤0.01% 750
2022
Q3 		$1.01M Buy
17,902
+16,665
+1,347% +$981K 0.08% 168
2022
Q2 		$68K Buy
1,237
+991
+403% +$58.5K 0.01% 476
2022
Q1 		$16K Sell
246
-9,918
-98% -$621K ﹤0.01% 748
2021
Q4 		$593K Buy
+10,164
New +$570K 0.03% 329
2014
Q3 		– Sell
-5,000
Closed -$152K – 692
2014
Q2 		$156K Buy
5,000
+4,800
+2,400% +$150K 0.05% 185
2014
Q1 		$6K Sell
200
-6,800
-97% -$216K ﹤0.01% 296
2013
Q4 		$234K Buy
7,000
+6,400
+1,067% +$210K 0.04% 163
2013
Q3 		$19K Buy
+600
New +$18.1K 0.01% 232

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 Securities Group's AFL Position: Q1 2026 in Review

Summit Securities Group reduced its Aflac (AFL) stake by 94% in Q1 2026, selling an estimated $129K and leaving 77 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Summit Securities Group first reported a position in AFL in Q3 2013 and has held it in 15 quarters since. The position peaked at $1.01M in Q3 2022. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Summit Securities Group held 77 shares of Aflac worth $8.45K as of Q1 2026.
  • Summit Securities Group sold 1,166 Aflac shares in Q1 2026, an estimated $129K.
  • Aflac made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #696 holding.
  • Summit Securities Group first reported a position in Aflac in Q3 2013 and has held it in 15 quarters since.
  • Summit Securities Group's Aflac position peaked at $1.01M in Q3 2022.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.