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Tred Avon Family Wealth’s Aflac AFL Stock Holding History

Tred Avon Family Wealth’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 		$976K Hold
8,899
– – 0.32% 84
2025
Q4 		$981K Hold
8,899
– – 0.32% 78
2025
Q3 		$994K Buy
+8,899
New +$935K 0.34% 78

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

Tred Avon Family Wealth's AFL Position: Q1 2026 in Review

Tred Avon Family Wealth held its Aflac (AFL) position steady in Q1 2026 at 8,899 shares worth $976K. The position accounts for 0.32% of the portfolio, ranked #84.

Tred Avon Family Wealth first reported a position in AFL in Q3 2025 and has held it in 3 quarters since. The position peaked at $994K in Q3 2025. 1,657 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Tred Avon Family Wealth held 8,899 shares of Aflac worth $976K as of Q1 2026.
  • Tred Avon Family Wealth left its Aflac share count unchanged in Q1 2026.
  • Aflac made up 0.32% of Tred Avon Family Wealth's portfolio in Q1 2026, its #84 holding.
  • Tred Avon Family Wealth first reported a position in Aflac in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Aflac position peaked at $994K in Q3 2025.
  • 1,657 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.