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Summit Wealth Group (Colorado)’s Aflac AFL Stock Holding History

Summit Wealth Group (Colorado)’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 		$2.42M Buy
22,068
+9,000
+69% +$997K 0.25% 55
2025
Q4 		$1.44M Buy
+13,068
New +$1.44M 0.19% 75
2025
Q3 		– Sell
-13,012
Closed -$1.37M – 270
2025
Q2 		$1.37M Buy
+13,012
New +$1.37M 0.34% 70

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 Wealth Group (Colorado)'s AFL Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Aflac (AFL) stake by 69% in Q1 2026, buying an estimated $997K and bringing the position to 22,068 shares worth $2.42M. The position accounts for 0.25% of the portfolio, ranked #55.

Summit Wealth Group (Colorado) first reported a position in AFL in Q2 2025 and has held it in 3 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Summit Wealth Group (Colorado) held 22,068 shares of Aflac worth $2.42M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 9,000 Aflac shares in Q1 2026, an estimated $997K.
  • Aflac made up 0.25% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #55 holding.
  • Summit Wealth Group (Colorado) first reported a position in Aflac in Q2 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 Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.