Turtle Creek Wealth Advisors’s Aflac AFL Stock Holding History

Turtle Creek 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	$9.27M	Buy	84,476 +6,768	+9%	+$750K	0.7%	38
2025 Q4	$8.57M	Buy	77,708 +7,580	+11%	+$835K	0.67%	41
2025 Q3	$7.83M	Buy	70,128 +6,188	+10%	+$650K	0.7%	40
2025 Q2	$6.74M	Buy	63,940 +3,345	+6%	+$351K	0.8%	38
2025 Q1	$6.74M	Buy	60,595 +2,561	+4%	+$272K	1.01%	32
2024 Q4	$6M	Buy	58,034 +271	+0.5%	+$29.6K	1.38%	20
2024 Q3	$6.46M	Buy	57,763 +789	+1%	+$80.2K	1.29%	20
2024 Q2	$5.09M	Buy	56,974 +9,793	+21%	+$842K	1.18%	25
2024 Q1	$4.05M	Buy	47,181 +9,562	+25%	+$784K	0.99%	39
2023 Q4	$3.1M	Buy	+37,619	New	+$3.03M	0.91%	35

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

Turtle Creek Wealth Advisors's AFL Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Aflac (AFL) stake by 8.7% in Q1 2026, buying an estimated $750K and bringing the position to 84,476 shares worth $9.27M. The position accounts for 0.7% of the portfolio, ranked #38.

Turtle Creek Wealth Advisors first reported a position in AFL in Q4 2023 and has held it in 10 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Turtle Creek Wealth Advisors held 84,476 shares of Aflac worth $9.27M as of Q1 2026.
Turtle Creek Wealth Advisors bought 6,768 Aflac shares in Q1 2026, an estimated $750K.
Aflac made up 0.7% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Turtle Creek Wealth Advisors first reported a position in Aflac in Q4 2023 and has held it in 10 quarters since.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

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