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VisionPoint Advisory Group’s Aflac AFL Stock Holding History

VisionPoint Advisory 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
Q3 		$250K Sell
2,241
-85
-4% -$10.2K 0.04% 389
2026
Q2 		$273K Buy
2,326
+323
+16% +$37.2K 0.04% 384
2026
Q1 		$220K Sell
2,003
-207
-9% -$22.9K 0.04% 408
2025
Q4 		$244K Sell
2,210
-485
-18% -$53.4K 0.05% 343
2025
Q3 		$301K Sell
2,695
-73
-3% -$7.67K 0.06% 293
2025
Q2 		$292K Buy
+2,768
New +$291K 0.06% 276
2024
Q3 		– Sell
-194
Closed -$17.3K – 257
2024
Q2 		$17.3K Hold
194
– – 0.01% 413
2024
Q1 		$16.7K Hold
194
– – 0.01% 402
2023
Q4 		$16K Hold
194
– – 0.01% 373
2023
Q3 		$14.9K Hold
194
– – 0.01% 411
2023
Q2 		$13.5K Buy
+194
New +$13K 0.01% 360
2020
Q4 		– Sell
-9,237
Closed -$336K – 138
2020
Q3 		$336K Sell
9,237
-3,305
-26% -$120K 0.15% 78
2020
Q2 		$461K Buy
+12,542
New +$453K 0.19% 54

Other funds holding AFL

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

VisionPoint Advisory Group's AFL Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Aflac (AFL) stake by 3.7% in Q3 2026, selling an estimated $10.2K and leaving 2,241 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #389.

VisionPoint Advisory Group first reported a position in AFL in Q2 2020 and has held it in 13 quarters since. The position peaked at $461K in Q2 2020. 79 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • VisionPoint Advisory Group held 2,241 shares of Aflac worth $250K as of Q3 2026.
  • VisionPoint Advisory Group sold 85 Aflac shares in Q3 2026, an estimated $10.2K.
  • Aflac made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #389 holding.
  • VisionPoint Advisory Group first reported a position in Aflac in Q2 2020 and has held it in 13 quarters since.
  • VisionPoint Advisory Group's Aflac position peaked at $461K in Q2 2020.
  • 79 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.