WFA of San Diego’s Aflac AFL Stock Holding History

WFA of San Diego’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	$165K	Hold	1,500	–	–	0.13%	97
2025 Q4	$165K	Hold	1,500	–	–	0.12%	105
2025 Q3	$168K	Hold	1,500	–	–	0.11%	104
2025 Q2	$158K	Buy	+1,500	New	+$158K	0.12%	105
2024 Q3	$168K	Hold	1,500	–	–	0.14%	96
2024 Q2	$134K	Buy	+1,500	New	+$129K	0.12%	103
2023 Q3	$115K	Hold	1,500	–	–	0.12%	103
2023 Q2	$105K	Buy	+1,500	New	+$100K	0.1%	113
2023 Q1	–	Sell	-2,100	Closed	-$151K	–	83
2022 Q4	$151K	Buy	+2,100	New	+$141K	0.12%	105
2022 Q3	–	Sell	-1,588	Closed	-$88K	–	98
2022 Q2	$88K	Buy	+1,588	New	+$93.7K	0.08%	128
2022 Q1	–	Sell	-3,083	Closed	-$180K	–	93
2021 Q4	$180K	Buy	3,083 +566	+22%	+$31.7K	0.1%	121
2021 Q3	$131K	Buy	+2,517	New	+$138K	0.09%	123

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

WFA of San Diego's AFL Position: Q1 2026 in Review

WFA of San Diego held its Aflac (AFL) position steady in Q1 2026 at 1,500 shares worth $165K. The position accounts for 0.13% of the portfolio, ranked #97.

WFA of San Diego first reported a position in AFL in Q3 2021 and has held it in 12 quarters since. The position peaked at $180K in Q4 2021. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

WFA of San Diego held 1,500 shares of Aflac worth $165K as of Q1 2026.
WFA of San Diego left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.13% of WFA of San Diego's portfolio in Q1 2026, its #97 holding.
WFA of San Diego first reported a position in Aflac in Q3 2021 and has held it in 12 quarters since.
WFA of San Diego's Aflac position peaked at $180K in Q4 2021.
1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.