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Twin Peaks Wealth Advisors’s Aflac AFL Stock Holding History

Twin Peaks 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 		$72.1K Buy
+657
New +$72.8K 0.02% 342
2025
Q3 		– Sell
-409
Closed -$42.4K – 210
2025
Q2 		$42.4K Buy
+409
New +$43K 0.01% 379

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

Twin Peaks Wealth Advisors's AFL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Aflac (AFL) in Q1 2026: 657 shares worth $72.1K. The stake represents 0.02% of the portfolio and ranks #342 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AFL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AFL in Q2 2025 and has held it in 2 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 657 shares of Aflac worth $72.1K as of Q1 2026.
  • Aflac was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Aflac made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #342 holding.
  • Twin Peaks Wealth Advisors first reported a position in Aflac in Q2 2025 and has held it in 2 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.