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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
2021
Q4 		– Sell
-61
Closed -$318K – 789
2021
Q3 		$318K Buy
+61
New +$3.33K 0.02% 516
2019
Q3 		– Sell
-1,800
Closed -$9.87M – 327
2019
Q2 		$9.87M Buy
+1,800
New +$92.8K 1.14% 20
2014
Q4 		– Sell
-48
Closed -$35K – 595
2014
Q3 		$35K Buy
+48
New +$1.46K 0.01% 437

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.