WA
AFL icon

Whipplewood Advisors’s Aflac AFL Stock Holding History

Whipplewood 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 		$25.3K Buy
+231
New +$25.6K 0.01% 356
2025
Q3 		– Sell
-244
Closed -$25.7K – 316
2025
Q2 		$25.7K Buy
244
+229
+1,527% +$24.1K 0.01% 419
2025
Q1 		$27.1K Sell
15
-234
-94% -$24.8K 0.02% 394
2024
Q4 		$25.8K Buy
+249
New +$27.2K 0.01% 405

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

Whipplewood Advisors's AFL Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Aflac (AFL) in Q1 2026: 231 shares worth $25.3K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in AFL as recently as Q2 2025.

Whipplewood Advisors first reported a position in AFL in Q4 2024 and has held it in 4 quarters since. The position peaked at $27.1K in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Whipplewood Advisors held 231 shares of Aflac worth $25.3K as of Q1 2026.
  • Aflac was a new Whipplewood Advisors position in Q1 2026.
  • Aflac made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #356 holding.
  • Whipplewood Advisors first reported a position in Aflac in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Aflac position peaked at $27.1K in Q1 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.