Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$476K Sell
4,337
-50
-1% -$5.54K 0.04% 242
2025
Q4
$484K Hold
4,387
0.04% 240
2025
Q3
$490K Sell
4,387
-150
-3% -$15.8K 0.04% 238
2025
Q2
$478K Sell
4,537
-63
-1% -$6.62K 0.04% 230
2025
Q1
$511K Sell
4,600
-166
-3% -$17.6K 0.05% 208
2024
Q4
$493K Sell
4,766
-686
-13% -$74.8K 0.05% 214
2024
Q3
$610K Sell
5,452
-547
-9% -$55.6K 0.06% 192
2024
Q2
$536K Sell
5,999
-168
-3% -$14.4K 0.05% 202
2024
Q1
$529K Sell
6,167
-95
-2% -$7.79K 0.05% 204
2023
Q4
$517K Hold
6,262
0.06% 206
2023
Q3
$481K Hold
6,262
0.06% 204
2023
Q2
$437K Hold
6,262
0.05% 215
2023
Q1
$404K Buy
+6,262
New +$429K 0.05% 222
2022
Q3
$352K Sell
6,262
-350
-5% -$20.6K 0.05% 223
2022
Q2
$371K Hold
6,612
0.05% 225
2022
Q1
$392K Sell
6,612
-460
-7% -$28.8K 0.05% 231
2021
Q4
$413K Sell
7,072
-100
-1% -$5.6K 0.05% 233
2021
Q3
$374K Sell
7,172
-200
-3% -$10.9K 0.05% 226
2021
Q2
$396K Sell
7,372
-250
-3% -$13.6K 0.06% 201
2021
Q1
$390K Sell
7,622
-200
-3% -$9.6K 0.06% 196
2020
Q4
$368K Sell
7,822
-500
-6% -$20.5K 0.06% 198
2020
Q3
$303K Sell
8,322
-600
-7% -$21.8K 0.06% 200
2020
Q2
$321K Sell
8,922
-336
-4% -$12.1K 0.08% 189
2020
Q1
$316 Sell
9,258
-1,330
-13% -$60.8K 0.07% 170
2019
Q4
$560K Hold
10,588
0.11% 146
2019
Q3
$553K Buy
10,588
+1
+0% +$53 0.12% 144
2019
Q2
$580K Sell
10,587
-200
-2% -$10.3K 0.13% 138
2019
Q1
$539K Sell
10,787
-50
-0.5% -$2.41K 0.13% 144
2018
Q4
$493 Sell
10,837
-49
-0.5% -$2.18K 0.12% 140
2018
Q3
$512K Sell
10,886
-99
-0.9% -$4.53K 0.12% 147
2018
Q2
$472K Buy
10,985
+995
+10% +$44.7K 0.12% 148
2018
Q1
$437K Sell
9,990
-498
-5% -$22K 0.12% 158
2017
Q4
$460K Hold
10,488
0.12% 149
2017
Q3
$426K Buy
10,488
+2
+0% +$81 0.12% 148
2017
Q2
$407K Sell
10,486
-100
-0.9% -$3.76K 0.11% 148
2017
Q1
$383K Sell
10,586
-4,000
-27% -$142K 0.11% 158
2016
Q4
$507K Sell
14,586
-198
-1% -$6.97K 0.17% 128
2016
Q3
$531K Sell
14,784
-450
-3% -$16.4K 0.18% 121
2016
Q2
$549K Sell
15,234
-1,950
-11% -$66.6K 0.21% 105
2016
Q1
$542K Buy
17,184
+2
+0% +$59 0.18% 110
2015
Q4
$514 Sell
17,182
-1,686
-9% -$52.5K 0.18% 110
2015
Q3
$548K Sell
18,868
-148
-0.8% -$4.48K 0.23% 105
2015
Q2
$591K Sell
19,016
-1,008
-5% -$31.9K 0.23% 102
2015
Q1
$640 Buy
20,024
+14
+0.1% +$427 0.18% 99
2014
Q4
$611K Sell
20,010
-1,442
-7% -$42.6K 0.23% 101
2014
Q3
$624K Sell
21,452
-598
-3% -$18.2K 0.22% 98
2014
Q2
$686K Buy
22,050
+6
+0% +$187 0.26% 98
2014
Q1
$694K Sell
22,044
-21,270
-49% -$676K 0.28% 89
2013
Q4
$1.45M Buy
43,314
+852
+2% +$28K 0.58% 41
2013
Q3
$1.32M Sell
42,462
-1,214
-3% -$36.5K 0.59% 39
2013
Q2
$1.27M Buy
+43,676
New +$1.18M 0.59% 42

Other funds holding AFL

WBH Advisory's AFL Position: Q1 2026 in Review

WBH Advisory reduced its Aflac (AFL) stake by 1.1% in Q1 2026, selling an estimated $5.54K and leaving 4,337 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #242.

WBH Advisory first reported a position in AFL in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.45M in Q4 2013. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • WBH Advisory held 4,337 shares of Aflac worth $476K as of Q1 2026.
  • WBH Advisory sold 50 Aflac shares in Q1 2026, an estimated $5.54K.
  • Aflac made up 0.04% of WBH Advisory's portfolio in Q1 2026, its #242 holding.
  • WBH Advisory first reported a position in Aflac in Q2 2013 and has held it in 51 quarters since.
  • WBH Advisory's Aflac position peaked at $1.45M in Q4 2013.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.