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U.S. Capital Wealth Advisors’s Aflac AFL Stock Holding History

U.S. Capital 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 		$5.35M Sell
48,797
-158,640
-76% -$17.6M 0.13% 176
2025
Q4 		$22.9M Sell
207,437
-5,451
-3% -$600K 0.6% 33
2025
Q3 		$23.8M Buy
212,888
+1,272
+0.6% +$134K 0.64% 30
2025
Q2 		$22.3M Buy
211,616
+5,462
+3% +$574K 0.65% 28
2025
Q1 		$22.9M Sell
206,154
-3,163
-2% -$335K 0.7% 23
2024
Q4 		$21.7M Buy
209,317
+73,473
+54% +$8.01M 0.67% 22
2024
Q3 		$15.2M Sell
135,844
-6,623
-5% -$673K 0.54% 42
2024
Q2 		$12.7M Buy
142,467
+1,027
+0.7% +$88.3K 0.48% 48
2024
Q1 		$12.1M Buy
141,440
+8,446
+6% +$692K 0.47% 47
2023
Q4 		$11M Buy
132,994
+2,913
+2% +$235K 0.44% 50
2023
Q3 		$9.98M Sell
130,081
-4,725
-4% -$351K 0.45% 45
2023
Q2 		$9.41M Buy
134,806
+8,055
+6% +$539K 0.45% 52
2023
Q1 		$8.18M Buy
126,751
+6,546
+5% +$448K 0.38% 58
2022
Q4 		$8.65M Buy
120,205
+476
+0.4% +$31.9K 0.4% 47
2022
Q3 		$6.73M Buy
119,729
+2,701
+2% +$159K 0.34% 65
2022
Q2 		$6.47M Sell
117,028
-91,870
-44% -$5.42M 0.28% 72
2022
Q1 		$13.5M Buy
208,898
+9,503
+5% +$595K 0.49% 38
2021
Q4 		$11.6M Buy
199,395
+6,304
+3% +$353K 0.46% 48
2021
Q3 		$10.1M Buy
+193,091
New +$10.6M 0.44% 52

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

U.S. Capital Wealth Advisors's AFL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Aflac (AFL) stake by 76% in Q1 2026, selling an estimated $17.6M and leaving 48,797 shares worth $5.35M. The position accounts for 0.13% of the portfolio, ranked #176.

U.S. Capital Wealth Advisors first reported a position in AFL in Q3 2021 and has held it in 19 quarters since. The position peaked at $23.8M in Q3 2025. 1,664 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • U.S. Capital Wealth Advisors held 48,797 shares of Aflac worth $5.35M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 158,640 Aflac shares in Q1 2026, an estimated $17.6M.
  • Aflac made up 0.13% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #176 holding.
  • U.S. Capital Wealth Advisors first reported a position in Aflac in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Aflac position peaked at $23.8M in Q3 2025.
  • 1,664 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.