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Waverly Advisors’s Aflac AFL Stock Holding History

Waverly 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 		$2.37M Buy
21,614
+2,206
+11% +$244K 0.02% 607
2025
Q4 		$2.14M Buy
19,408
+3,635
+23% +$400K 0.02% 582
2025
Q3 		$1.76M Buy
15,773
+4,618
+41% +$485K 0.02% 531
2025
Q2 		$1.18M Buy
11,155
+984
+10% +$103K 0.01% 582
2025
Q1 		$1.13M Buy
10,171
+1,661
+20% +$176K 0.01% 583
2024
Q4 		$880K Buy
8,510
+513
+6% +$55.9K 0.01% 545
2024
Q3 		$894K Sell
7,997
-82
-1% -$8.33K 0.02% 462
2024
Q2 		$722K Buy
8,079
+906
+13% +$77.9K 0.01% 492
2024
Q1 		$616K Buy
7,173
+2,572
+56% +$211K 0.01% 442
2023
Q4 		$380K Sell
4,601
-136
-3% -$11K 0.01% 333
2023
Q3 		$364K Buy
+4,737
New +$352K 0.02% 298
2018
Q1 		– Sell
-416
Closed -$18K – 186
2017
Q4 		$18K Buy
+416
New +$17.8K ﹤0.01% 296
2014
Q4 		– Sell
-324
Closed -$9K – 415
2014
Q3 		$9K Hold
324
– – ﹤0.01% 495
2014
Q2 		$10K Buy
324
+16
+5% +$499 ﹤0.01% 432
2014
Q1 		$10K Sell
308
-940
-75% -$29.9K ﹤0.01% 417
2013
Q4 		$42K Sell
1,248
-794
-39% -$26K 0.01% 353
2013
Q3 		$63K Buy
+2,042
New +$61.5K 0.03% 212

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waverly Advisors's AFL Position: Q1 2026 in Review

Waverly Advisors increased its Aflac (AFL) stake by 11% in Q1 2026, buying an estimated $244K and bringing the position to 21,614 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #607.

Waverly Advisors first reported a position in AFL in Q3 2013 and has held it in 17 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Waverly Advisors held 21,614 shares of Aflac worth $2.37M as of Q1 2026.
  • Waverly Advisors bought 2,206 Aflac shares in Q1 2026, an estimated $244K.
  • Aflac made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #607 holding.
  • Waverly Advisors first reported a position in Aflac in Q3 2013 and has held it in 17 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.