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Westside Investment Management’s Aflac AFL Stock Holding History

Westside Investment Management’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 		$35.8K Hold
324
– – 0.01% 675
2025
Q4 		$35.7K Hold
324
– – 0.01% 651
2025
Q3 		$35.9K Buy
324
+162
+100% +$17K 0.01% 657
2025
Q2 		$17.1K Buy
+162
New +$17K ﹤0.01% 727

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

Westside Investment Management's AFL Position: Q1 2026 in Review

Westside Investment Management held its Aflac (AFL) position steady in Q1 2026 at 324 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #675.

Westside Investment Management first reported a position in AFL in Q2 2025 and has held it in 4 quarters since. The position peaked at $35.9K in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Westside Investment Management held 324 shares of Aflac worth $35.8K as of Q1 2026.
  • Westside Investment Management left its Aflac share count unchanged in Q1 2026.
  • Aflac made up 0.01% of Westside Investment Management's portfolio in Q1 2026, its #675 holding.
  • Westside Investment Management first reported a position in Aflac in Q2 2025 and has held it in 4 quarters since.
  • Westside Investment Management's Aflac position peaked at $35.9K in Q3 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.