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Synergy Investment Management’s Aflac AFL Stock Holding History

Synergy Investment Management’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 		$118K Buy
+1,073
New +$119K 0.04% 180
2025
Q2 		– Sell
-1,058
Closed -$118K – 91
2025
Q1 		$118K Sell
1,058
-1
-0.1% -$106 0.05% 161
2024
Q4 		$109K Buy
+1,059
New +$115K 0.05% 165

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

Synergy Investment Management's AFL Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Aflac (AFL) in Q1 2026: 1,073 shares worth $118K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in AFL as recently as Q1 2025.

Synergy Investment Management first reported a position in AFL in Q4 2024 and has held it in 3 quarters since. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Synergy Investment Management held 1,073 shares of Aflac worth $118K as of Q1 2026.
  • Aflac was a new Synergy Investment Management position in Q1 2026.
  • Aflac made up 0.04% of Synergy Investment Management's portfolio in Q1 2026, its #180 holding.
  • Synergy Investment Management first reported a position in Aflac in Q4 2024 and has held it in 3 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.