United Capital Financial Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.51M | Buy |
31,975
+1,118
| +4% | +$124K | 0.02% | 437 |
|
|
2025
Q4 | $3.4M | Buy |
30,857
+2,401
| +8% | +$264K | 0.02% | 417 |
|
|
2025
Q3 | $3.18M | Buy |
28,456
+784
| +3% | +$82.3K | 0.02% | 370 |
|
|
2025
Q2 | $2.92M | Sell |
27,672
-271
| -1% | -$28.5K | 0.02% | 369 |
|
|
2025
Q1 | $3.11M | Buy |
27,943
+250
| +0.9% | +$26.5K | 0.03% | 350 |
|
|
2024
Q4 | $2.86M | Buy |
27,693
+79
| +0.3% | +$8.61K | 0.02% | 351 |
|
|
2024
Q3 | $3.09M | Sell |
27,614
-203
| -0.7% | -$20.6K | 0.03% | 336 |
|
|
2024
Q2 | $2.48M | Sell |
27,817
-910
| -3% | -$78.2K | 0.02% | 362 |
|
|
2024
Q1 | $2.47M | Sell |
28,727
-4,380
| -13% | -$359K | 0.02% | 387 |
|
|
2023
Q4 | $2.73M | Sell |
33,107
-66
| -0.2% | -$5.32K | 0.02% | 369 |
|
|
2023
Q3 | $2.55M | Sell |
33,173
-257,154
| -89% | -$19.1M | 0.02% | 387 |
|
|
2023
Q2 | $20.3M | Sell |
290,327
-5,614
| -2% | -$376K | 0.11% | 163 |
|
|
2023
Q1 | $19.1M | Sell |
295,941
-15,722
| -5% | -$1.08M | 0.11% | 172 |
|
|
2022
Q4 | $22.4M | Sell |
311,663
-6,330
| -2% | -$424K | 0.13% | 158 |
|
|
2022
Q3 | $17.9M | Sell |
317,993
-4,800
| -1% | -$282K | 0.11% | 177 |
|
|
2022
Q2 | $17.9M | Buy |
322,793
+4,579
| +1% | +$270K | 0.1% | 188 |
|
|
2022
Q1 | $20.5M | Sell |
318,214
-4,598
| -1% | -$288K | 0.1% | 185 |
|
|
2021
Q4 | $18.8M | Buy |
322,812
+8,663
| +3% | +$485K | 0.09% | 203 |
|
|
2021
Q3 | $16.4M | Buy |
314,149
+9,437
| +3% | +$516K | 0.08% | 211 |
|
|
2021
Q2 | $16.4M | Buy |
304,712
+6,655
| +2% | +$363K | 0.08% | 214 |
|
|
2021
Q1 | $15.3M | Buy |
298,057
+2,952
| +1% | +$142K | 0.08% | 216 |
|
|
2020
Q4 | $13.1M | Buy |
295,105
+5,914
| +2% | +$242K | 0.08% | 230 |
|
|
2020
Q3 | $10.5M | Sell |
289,191
-4,460
| -2% | -$162K | 0.07% | 244 |
|
|
2020
Q2 | $10.6M | Buy |
293,651
+6,527
| +2% | +$236K | 0.08% | 240 |
|
|
2020
Q1 | $9.83M | Buy |
287,124
+6,627
| +2% | +$303K | 0.08% | 239 |
|
|
2019
Q4 | $14.8M | Buy |
280,497
+5,519
| +2% | +$293K | 0.1% | 245 |
|
|
2019
Q3 | $14.4M | Sell |
274,978
-1,962
| -0.7% | -$104K | 0.1% | 238 |
|
|
2019
Q2 | $15.2M | Buy |
276,940
+2,804
| +1% | +$145K | 0.1% | 224 |
|
|
2019
Q1 | $13.7M | Sell |
274,136
-3,072
| -1% | -$148K | 0.1% | 237 |
|
|
2018
Q4 | $12.6M | Buy |
277,208
+5,670
| +2% | +$252K | 0.1% | 220 |
|
|
2018
Q3 | $12.8M | Buy |
271,538
+1,630
| +0.6% | +$74.6K | 0.09% | 249 |
|
|
2018
Q2 | $11.6M | Buy |
269,908
+4,928
| +2% | +$221K | 0.09% | 272 |
|
|
2018
Q1 | $11.6M | Sell |
264,980
-7,540
| -3% | -$334K | 0.09% | 260 |
|
|
2017
Q4 | $12M | Buy |
272,520
+490
| +0.2% | +$20.9K | 0.09% | 262 |
|
|
2017
Q3 | $11.1M | Sell |
272,030
-2,588
| -0.9% | -$104K | 0.09% | 258 |
|
|
2017
Q2 | $10.7M | Buy |
274,618
+4,312
| +2% | +$162K | 0.1% | 257 |
|
|
2017
Q1 | $9.79M | Sell |
270,306
-4,132
| -2% | -$146K | 0.09% | 267 |
|
|
2016
Q4 | $9.55M | Sell |
274,438
-4,602
| -2% | -$162K | 0.09% | 270 |
|
|
2016
Q3 | $10M | Sell |
279,040
-45,356
| -14% | -$1.65M | 0.1% | 254 |
|
|
2016
Q2 | $11.7M | Sell |
324,396
-3,596
| -1% | -$123K | 0.12% | 192 |
|
|
2016
Q1 | $10.4M | Buy |
327,992
+4,798
| +1% | +$143K | 0.11% | 192 |
|
|
2015
Q4 | $9.68M | Sell |
323,194
-3,238
| -1% | -$101K | 0.11% | 202 |
|
|
2015
Q3 | $9.49M | Sell |
326,432
-2,680
| -0.8% | -$81.1K | 0.11% | 199 |
|
|
2015
Q2 | $10.2M | Buy |
329,112
+1,608
| +0.5% | +$50.9K | 0.12% | 210 |
|
|
2015
Q1 | $10.3M | Buy |
327,504
+220,628
| +206% | +$6.73M | 0.13% | 207 |
|
|
2014
Q4 | $3.27M | Buy |
106,876
+11,634
| +12% | +$344K | 0.05% | 361 |
|
|
2014
Q3 | $2.77M | Sell |
95,242
-22,548
| -19% | -$686K | 0.05% | 358 |
|
|
2014
Q2 | $3.67M | Sell |
117,790
-556
| -0.5% | -$17.3K | 0.07% | 285 |
|
|
2014
Q1 | $3.73M | Buy |
118,346
+30,728
| +35% | +$977K | 0.08% | 253 |
|
|
2013
Q4 | $2.93M | Sell |
87,618
-126,616
| -59% | -$4.15M | 0.1% | 193 |
|
|
2013
Q3 | $6.64M | Sell |
214,234
-22,102
| -9% | -$665K | 0.21% | 107 |
|
|
2013
Q2 | $6.87M | Buy |
+236,336
| New | +$6.41M | 0.18% | 140 |
|
Other funds holding AFL
JPH
VCM
VPM
United Capital Financial Advisors's AFL Position: Q1 2026 in Review
United Capital Financial Advisors increased its Aflac (AFL) stake by 3.6% in Q1 2026, buying an estimated $124K and bringing the position to 31,975 shares worth $3.51M. The position accounts for 0.02% of the portfolio, ranked #437.
United Capital Financial Advisors first reported a position in AFL in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.4M in Q4 2022. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.
- United Capital Financial Advisors held 31,975 shares of Aflac worth $3.51M as of Q1 2026.
- United Capital Financial Advisors bought 1,118 Aflac shares in Q1 2026, an estimated $124K.
- Aflac made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #437 holding.
- United Capital Financial Advisors first reported a position in Aflac in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Aflac position peaked at $22.4M in Q4 2022.
- 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.