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TrueWealth Advisors’s Aflac AFL Stock Holding History

TrueWealth 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
Q3 		$475K Buy
4,251
+3
+0.1% +$360 0.11% 153
2026
Q2 		$498K Buy
4,248
+2
+0% +$230 0.11% 145
2026
Q1 		$466K Buy
4,246
+3
+0.1% +$332 0.12% 147
2025
Q4 		$468K Buy
4,243
+3
+0.1% +$330 0.12% 141
2025
Q3 		$474K Buy
4,240
+2
+0% +$210 0.13% 137
2025
Q2 		$447K Buy
4,238
+4
+0.1% +$420 0.13% 136
2025
Q1 		$471K Buy
4,234
+4
+0.1% +$424 0.15% 114
2024
Q4 		$438K Buy
4,230
+3
+0.1% +$327 0.15% 132
2024
Q3 		$473K Buy
4,227
+4
+0.1% +$407 0.16% 115
2024
Q2 		$377K Buy
4,223
+4
+0.1% +$344 0.14% 118
2024
Q1 		$362K Buy
4,219
+4
+0.1% +$328 0.14% 117
2023
Q4 		$348K Buy
4,215
+4
+0.1% +$322 0.13% 124
2023
Q3 		$323K Buy
4,211
+4
+0.1% +$297 0.14% 116
2023
Q2 		$294K Buy
4,207
+4
+0.1% +$268 0.12% 132
2023
Q1 		$271K Sell
4,203
-22
-0.5% -$1.51K 0.11% 148
2022
Q4 		$304K Buy
4,225
+1
+0% +$67 0.13% 132
2022
Q3 		$237K Sell
4,224
-725
-15% -$42.7K 0.11% 138
2022
Q2 		$274K Buy
4,949
+125
+3% +$7.38K 0.13% 127
2022
Q1 		$282K Hold
4,824
– – 0.13% 136
2021
Q4 		$282K Buy
+4,824
New +$270K 0.13% 136

Other funds holding AFL

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

TrueWealth Advisors's AFL Position: Q3 2026 in Review

TrueWealth Advisors increased its Aflac (AFL) stake by 0.07% in Q3 2026, buying an estimated $360 and bringing the position to 4,251 shares worth $475K. The position accounts for 0.11% of the portfolio, ranked #153.

TrueWealth Advisors first reported a position in AFL in Q4 2021 and has held it in 20 quarters since. The position peaked at $498K in Q2 2026. 1,125 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • TrueWealth Advisors held 4,251 shares of Aflac worth $475K as of Q3 2026.
  • TrueWealth Advisors bought 3 Aflac shares in Q3 2026, an estimated $360.
  • Aflac made up 0.11% of TrueWealth Advisors's portfolio in Q3 2026, its #153 holding.
  • TrueWealth Advisors first reported a position in Aflac in Q4 2021 and has held it in 20 quarters since.
  • TrueWealth Advisors's Aflac position peaked at $498K in Q2 2026.
  • 1,125 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.