TCI Wealth Advisors’s Aflac AFL Stock Holding History

TCI Wealth Advisors’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	$211K	Buy	1,924 +3	+0.2%	+$332	0.01%	237
2025 Q4	$212K	Hold	1,921	–	–	0.01%	233
2025 Q3	$215K	Buy	+1,921	New	+$202K	0.01%	247
2024 Q4	–	Sell	-1,995	Closed	-$223K	–	231
2024 Q3	$223K	Buy	+1,995	New	+$203K	0.02%	216
2023 Q2	–	Sell	-1,532	Closed	-$98.8K	–	247
2023 Q1	$98.8K	Sell	1,532 -1	-0.1%	-$68	0.01%	286
2022 Q4	$110K	Sell	1,533 -96	-6%	-$6.43K	0.02%	242
2022 Q3	$92K	Buy	1,629 +119	+8%	+$7K	0.01%	257
2022 Q2	$84K	Buy	1,510 +241	+19%	+$14.2K	0.01%	271
2022 Q1	$82K	Sell	1,269 -4	-0.3%	-$250	0.01%	297
2021 Q4	$74K	Buy	1,273 +23	+2%	+$1.29K	0.01%	317
2021 Q3	$65K	Buy	1,250 +844	+208%	+$46.1K	0.01%	363
2021 Q2	$22K	Buy	406 +126	+45%	+$6.87K	﹤0.01%	581
2021 Q1	$14K	Buy	280 +215	+331%	+$10.3K	0.01%	678
2020 Q4	$3K	Hold	65	–	–	﹤0.01%	1052
2020 Q3	$2K	Sell	65 -52	-44%	-$1.89K	﹤0.01%	1066
2020 Q2	$4K	Sell	117 -246	-68%	-$8.89K	﹤0.01%	775
2020 Q1	$12K	Sell	363 -592	-62%	-$27.1K	0.01%	530
2019 Q4	$51K	Buy	955 +74	+8%	+$3.93K	0.02%	380
2019 Q3	$46K	Sell	881 -181	-17%	-$9.56K	0.02%	346
2019 Q2	$58K	Sell	1,062 -26	-2%	-$1.34K	0.03%	283
2019 Q1	$54K	Sell	1,088 -93	-8%	-$4.48K	0.02%	320
2018 Q4	$54K	Sell	1,181 -2	-0.2%	-$89	0.03%	303
2018 Q3	$56K	Buy	1,183 +5	+0.4%	+$229	0.02%	319
2018 Q2	$51K	Buy	1,178 +22	+2%	+$988	0.02%	313
2018 Q1	$51K	Sell	1,156 -60	-5%	-$2.65K	0.02%	325
2017 Q4	$53K	Hold	1,216	–	–	0.02%	331
2017 Q3	$49K	Hold	1,216	–	–	0.02%	315
2017 Q2	$47K	Buy	1,216 +76	+7%	+$2.86K	0.02%	313
2017 Q1	$41K	Hold	1,140	–	–	0.02%	327
2016 Q4	$40K	Hold	1,140	–	–	0.02%	360
2016 Q3	$41K	Hold	1,140	–	–	0.02%	324
2016 Q2	$41K	Hold	1,140	–	–	0.02%	320
2016 Q1	$36K	Buy	1,140 +880	+338%	+$26.1K	0.02%	345
2015 Q4	$8K	Sell	260 -400	-61%	-$12.5K	﹤0.01%	625
2015 Q3	$19K	Hold	660	–	–	0.01%	403
2015 Q2	$21K	Buy	660 +374	+131%	+$11.8K	0.01%	392
2015 Q1	$9K	Hold	286	–	–	0.01%	469
2014 Q4	$9K	Hold	286	–	–	0.01%	462
2014 Q3	$8K	Hold	286	–	–	0.01%	473
2014 Q2	$9K	Hold	286	–	–	0.01%	469
2014 Q1	$9K	Hold	286	–	–	0.01%	435
2013 Q4	$10K	Hold	286	–	–	0.01%	418
2013 Q3	$9K	Hold	286	–	–	0.01%	388
2013 Q2	$8K	Buy	+286	New	+$7.76K	0.01%	392

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCI Wealth Advisors's AFL Position: Q1 2026 in Review

TCI Wealth Advisors increased its Aflac (AFL) stake by 0.16% in Q1 2026, buying an estimated $332 and bringing the position to 1,924 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #237.

TCI Wealth Advisors first reported a position in AFL in Q2 2013 and has held it in 44 quarters since. The position peaked at $223K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

TCI Wealth Advisors held 1,924 shares of Aflac worth $211K as of Q1 2026.
TCI Wealth Advisors bought 3 Aflac shares in Q1 2026, an estimated $332.
Aflac made up 0.01% of TCI Wealth Advisors's portfolio in Q1 2026, its #237 holding.
TCI Wealth Advisors first reported a position in Aflac in Q2 2013 and has held it in 44 quarters since.
TCI Wealth Advisors's Aflac position peaked at $223K in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.