Trek Financial’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.8M | Buy |
34,626
+2,212
| +7% | +$245K | 0.2% | 120 |
|
|
2025
Q4 | $3.57M | Buy |
32,414
+150
| +0.5% | +$16.5K | 0.21% | 122 |
|
|
2025
Q3 | $3.6M | Buy |
32,264
+22
| +0.1% | +$2.31K | 0.21% | 118 |
|
|
2025
Q2 | $3.4M | Sell |
32,242
-787
| -2% | -$82.7K | 0.23% | 113 |
|
|
2025
Q1 | $3.67M | Buy |
33,029
+20
| +0.1% | +$2.12K | 0.27% | 94 |
|
|
2024
Q4 | $3.41M | Sell |
33,009
-372
| -1% | -$40.6K | 0.26% | 106 |
|
|
2024
Q3 | $3.73M | Buy |
33,381
+1
| +0% | +$102 | 0.28% | 97 |
|
|
2024
Q2 | $2.98M | Sell |
33,380
-161
| -0.5% | -$13.8K | 0.24% | 109 |
|
|
2024
Q1 | $2.88M | Sell |
33,541
-3,499
| -9% | -$287K | 0.23% | 116 |
|
|
2023
Q4 | $3.06M | Buy |
37,040
+75
| +0.2% | +$6.04K | 0.27% | 79 |
|
|
2023
Q3 | $2.84M | Sell |
36,965
-1,341
| -4% | -$99.5K | 0.26% | 81 |
|
|
2023
Q2 | $2.67M | Sell |
38,306
-319
| -0.8% | -$21.4K | 0.24% | 77 |
|
|
2023
Q1 | $2.49M | Sell |
38,625
-340
| -0.9% | -$23.3K | 0.23% | 80 |
|
|
2022
Q4 | $2.8M | Sell |
38,965
-5,542
| -12% | -$371K | 0.28% | 76 |
|
|
2022
Q3 | $2.5M | Buy |
44,507
+5,777
| +15% | +$340K | 0.26% | 70 |
|
|
2022
Q2 | $2.14M | Sell |
38,730
-414
| -1% | -$24.4K | 0.22% | 67 |
|
|
2022
Q1 | $2.52M | Buy |
39,144
+8,631
| +28% | +$540K | 0.22% | 61 |
|
|
2021
Q4 | $1.78M | Hold |
30,513
| – | – | 0.17% | 48 |
|
|
2021
Q3 | $1.59M | Hold |
30,513
| – | – | 0.17% | 49 |
|
|
2021
Q2 | $1.64M | Sell |
30,513
-562
| -2% | -$30.6K | 0.18% | 45 |
|
|
2021
Q1 | $1.59M | Hold |
31,075
| – | – | 0.19% | 46 |
|
|
2020
Q4 | $1.38M | Buy |
31,075
+9
| +0% | +$368 | 0.18% | 47 |
|
|
2020
Q3 | $1.13M | Sell |
31,066
-33
| -0.1% | -$1.2K | 0.17% | 48 |
|
|
2020
Q2 | $1.12M | Sell |
31,099
-575
| -2% | -$20.8K | 0.18% | 48 |
|
|
2020
Q1 | $1.08M | Buy |
31,674
+5,997
| +23% | +$274K | 0.27% | 43 |
|
|
2019
Q4 | $1.36M | Sell |
25,677
-13,066
| -34% | -$694K | 0.23% | 37 |
|
|
2019
Q3 | $2.03M | Sell |
38,743
-421
| -1% | -$22.2K | 0.29% | 39 |
|
|
2019
Q2 | $2.15M | Hold |
39,164
| – | – | 0.37% | 32 |
|
|
2019
Q1 | $1.96M | Buy |
39,164
+15,096
| +63% | +$727K | 0.35% | 37 |
|
|
2018
Q4 | $1.1M | Buy |
+24,068
| New | +$1.07M | 0.21% | 41 |
|
Other funds holding AFL
JPH
VCM
VPM
Trek Financial's AFL Position: Q1 2026 in Review
Trek Financial increased its Aflac (AFL) stake by 6.8% in Q1 2026, buying an estimated $245K and bringing the position to 34,626 shares worth $3.8M. The position accounts for 0.2% of the portfolio, ranked #120.
Trek Financial first reported a position in AFL in Q4 2018 and has held it in 30 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.
- Trek Financial held 34,626 shares of Aflac worth $3.8M as of Q1 2026.
- Trek Financial bought 2,212 Aflac shares in Q1 2026, an estimated $245K.
- Aflac made up 0.2% of Trek Financial's portfolio in Q1 2026, its #120 holding.
- Trek Financial first reported a position in Aflac in Q4 2018 and has held it in 30 quarters since.
- 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.
Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.