Waterfront Wealth’s Aflac AFL Stock Holding History

Waterfront Wealth’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	$371K	Hold	3,380	–	–	0.07%	227
2025 Q4	$367K	Hold	3,380	–	–	0.07%	218
2025 Q3	$365K	Hold	3,380	–	–	0.07%	212
2025 Q2	$356K	Hold	3,380	–	–	0.08%	210
2025 Q1	$376K	Hold	3,380	–	–	0.09%	202
2024 Q4	$350K	Hold	3,380	–	–	0.09%	208
2024 Q3	$370K	Hold	3,380	–	–	0.09%	199
2024 Q2	$302K	Hold	3,380	–	–	0.08%	201
2024 Q1	$282K	Hold	3,380	–	–	0.08%	211
2023 Q4	$279K	Hold	3,380	–	–	0.08%	206
2023 Q3	$261K	Hold	3,380	–	–	0.09%	205
2023 Q2	$245K	Hold	3,380	–	–	0.07%	222
2023 Q1	$218K	Hold	3,380	–	–	0.07%	228
2022 Q4	$246K	Hold	3,380	–	–	0.08%	218
2022 Q3	$213K	Buy	+3,380	New	+$199K	0.08%	225
2022 Q2	–	Sell	-3,380	Closed	-$221K	–	236
2022 Q1	$221K	Buy	+3,380	New	+$212K	0.08%	226

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

Waterfront Wealth's AFL Position: Q1 2026 in Review

Waterfront Wealth held its Aflac (AFL) position steady in Q1 2026 at 3,380 shares worth $371K. The position accounts for 0.07% of the portfolio, ranked #227.

Waterfront Wealth first reported a position in AFL in Q1 2022 and has held it in 16 quarters since. The position peaked at $376K in Q1 2025. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Waterfront Wealth held 3,380 shares of Aflac worth $371K as of Q1 2026.
Waterfront Wealth left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.07% of Waterfront Wealth's portfolio in Q1 2026, its #227 holding.
Waterfront Wealth first reported a position in Aflac in Q1 2022 and has held it in 16 quarters since.
Waterfront Wealth's Aflac position peaked at $376K in Q1 2025.
1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Waterfront Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.