Tradition Wealth Management
AFL icon

Tradition Wealth Management’s Aflac AFL Stock Holding History

Tradition Wealth 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
Q3 		$297K Sell
2,653
-1
-0% -$120 0.02% 423
2026
Q2 		$311K Sell
2,654
-299
-10% -$34.4K 0.02% 405
2026
Q1 		$324K Buy
2,953
+30
+1% +$3.32K 0.02% 372
2025
Q4 		$322K Sell
2,923
-7
-0.2% -$771 0.02% 365
2025
Q3 		$327K Buy
2,930
+19
+0.7% +$2K 0.02% 352
2025
Q2 		$307K Sell
2,911
-16
-0.5% -$1.68K 0.02% 349
2025
Q1 		$325K Buy
2,927
+43
+1% +$4.56K 0.03% 321
2024
Q4 		$298K Sell
2,884
-268
-9% -$29.2K 0.03% 323
2024
Q3 		$352K Sell
3,152
-63
-2% -$6.4K 0.03% 297
2024
Q2 		$287K Buy
3,215
+142
+5% +$12.2K 0.03% 318
2024
Q1 		$264K Sell
3,073
-69
-2% -$5.66K 0.03% 322
2023
Q4 		$259K Buy
3,142
+1,219
+63% +$98.2K 0.03% 293
2023
Q3 		$148K Sell
1,923
-44
-2% -$3.27K 0.02% 348
2023
Q2 		$137K Buy
1,967
+110
+6% +$7.36K 0.02% 386
2023
Q1 		$120K Buy
1,857
+1,671
+898% +$114K 0.01% 392
2022
Q4 		$13K Buy
186
+17
+10% +$1.14K ﹤0.01% 836
2022
Q3 		$9K Buy
169
+5
+3% +$294 ﹤0.01% 940
2022
Q2 		$9K Hold
164
– – ﹤0.01% 835
2022
Q1 		$11K Sell
164
-21
-11% -$1.32K ﹤0.01% 866
2021
Q4 		$11K Buy
+185
New +$10.4K ﹤0.01% 883

Other funds holding AFL

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Tradition Wealth Management's AFL Position: Q3 2026 in Review

Tradition Wealth Management reduced its Aflac (AFL) stake by 0.04% in Q3 2026, selling an estimated $120 and leaving 2,653 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #423.

Tradition Wealth Management first reported a position in AFL in Q4 2021 and has held it in 20 quarters since. The position peaked at $352K in Q3 2024. 1,455 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Tradition Wealth Management held 2,653 shares of Aflac worth $297K as of Q3 2026.
  • Tradition Wealth Management sold 1 Aflac share in Q3 2026, an estimated $120.
  • Aflac made up 0.02% of Tradition Wealth Management's portfolio in Q3 2026, its #423 holding.
  • Tradition Wealth Management first reported a position in Aflac in Q4 2021 and has held it in 20 quarters since.
  • Tradition Wealth Management's Aflac position peaked at $352K in Q3 2024.
  • 1,455 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.