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West Family Investments’s Aflac AFL Stock Holding History

West Family Investments’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 		– Sell
-2,835
Closed -$313K – 261
2025
Q4 		$313K Hold
2,835
– – 0.07% 251
2025
Q3 		$317K Hold
2,835
– – 0.07% 276
2025
Q2 		$299K Hold
2,835
– – 0.08% 256
2025
Q1 		$315K Buy
2,835
+389
+16% +$41.3K 0.12% 162
2024
Q4 		$253K Hold
2,446
– – 0.09% 224
2024
Q3 		$273K Buy
2,446
+24
+1% +$2.44K 0.09% 223
2024
Q2 		$216K Hold
2,422
– – 0.06% 224
2024
Q1 		$208K Buy
+2,422
New +$199K 0.06% 241

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

West Family Investments's AFL Position: Q1 2026 in Review

West Family Investments sold out of Aflac (AFL) in Q1 2026, closing a stake of 2,835 shares — an estimated $313K sold.

West Family Investments first reported a position in AFL in Q1 2024 and held it in 8 quarters. The position peaked at $317K in Q3 2025. 1,655 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • West Family Investments reported no remaining Aflac position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 2,835 Aflac shares in Q1 2026, an estimated $313K.
  • West Family Investments first reported a position in Aflac in Q1 2024 and held it in 8 quarters.
  • West Family Investments's Aflac position peaked at $317K in Q3 2025.
  • 1,655 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.