United Advisor Group’s Aflac AFL Stock Holding History

United Advisor Group’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	$448K	Sell	4,084 -119	-3%	-$13.2K	0.06%	315
2025 Q4	$464K	Buy	4,203 +2,151	+105%	+$237K	0.06%	291
2025 Q3	$229K	Buy	+2,052	New	+$216K	0.03%	420
2025 Q2	–	Sell	-1,855	Closed	-$206K	–	382
2025 Q1	$206K	Buy	+1,855	New	+$197K	0.04%	336
2024 Q4	–	Sell	-1,915	Closed	-$214K	–	365
2024 Q3	$214K	Buy	+1,915	New	+$195K	0.05%	323

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

United Advisor Group's AFL Position: Q1 2026 in Review

United Advisor Group reduced its Aflac (AFL) stake by 2.8% in Q1 2026, selling an estimated $13.2K and leaving 4,084 shares worth $448K. The position accounts for 0.06% of the portfolio, ranked #315.

United Advisor Group first reported a position in AFL in Q3 2024 and has held it in 5 quarters since. The position peaked at $464K in Q4 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

United Advisor Group held 4,084 shares of Aflac worth $448K as of Q1 2026.
United Advisor Group sold 119 Aflac shares in Q1 2026, an estimated $13.2K.
Aflac made up 0.06% of United Advisor Group's portfolio in Q1 2026, its #315 holding.
United Advisor Group first reported a position in Aflac in Q3 2024 and has held it in 5 quarters since.
United Advisor Group's Aflac position peaked at $464K in Q4 2025.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.