Winch Advisory Services’s Aflac AFL Stock Holding History

Winch Advisory Services’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	$9K	Hold	82	–	–	﹤0.01%	330
2025 Q4	$9K	Buy	82 +1	+1%	+$110	﹤0.01%	323
2025 Q3	$9.07K	Hold	81	–	–	﹤0.01%	317
2025 Q2	$8.51K	Buy	81 +1	+1%	+$105	﹤0.01%	312
2025 Q1	$8.93K	Hold	80	–	–	﹤0.01%	295
2024 Q4	$8.26K	Hold	80	–	–	﹤0.01%	318
2024 Q3	$8.89K	Buy	80 +1	+1%	+$102	﹤0.01%	272
2024 Q2	$7.07K	Hold	79	–	–	﹤0.01%	290
2024 Q1	$6.76K	Buy	79 +1	+1%	+$82	﹤0.01%	292
2023 Q4	$6.45K	Hold	78	–	–	﹤0.01%	293
2023 Q3	$6K	Buy	78 +1	+1%	+$74	﹤0.01%	290
2023 Q2	$5K	Hold	77	–	–	﹤0.01%	297
2023 Q1	$5K	Buy	77 +1	+1%	+$68	﹤0.01%	294
2022 Q4	$5K	Hold	76	–	–	﹤0.01%	281
2022 Q3	$4K	Buy	76 +1	+1%	+$59	﹤0.01%	276
2022 Q2	$4K	Sell	75 -1	-1%	-$59	﹤0.01%	292
2022 Q1	$5K	Buy	76 +1	+1%	+$63	﹤0.01%	307
2021 Q4	$4K	Hold	75	–	–	﹤0.01%	339
2021 Q3	$4K	Buy	75 +1	+1%	+$55	﹤0.01%	340
2021 Q2	$4K	Hold	74	–	–	﹤0.01%	347
2021 Q1	$4K	Sell	74 -467	-86%	-$22.4K	﹤0.01%	324
2020 Q4	$24K	Buy	541 +4	+0.7%	+$164	0.01%	143
2020 Q3	$20K	Buy	537 +4	+0.8%	+$146	0.01%	140
2020 Q2	$19K	Buy	533 +4	+0.8%	+$145	0.01%	139
2020 Q1	$18K	Sell	529 -352	-40%	-$16.1K	0.01%	130
2019 Q4	$47K	Buy	881 +75	+9%	+$3.98K	0.02%	119
2019 Q3	$42K	Buy	806 +4	+0.5%	+$211	0.02%	114
2019 Q2	$44K	Buy	802 +4	+0.5%	+$206	0.02%	116
2019 Q1	$40K	Buy	798 +5	+0.6%	+$241	0.02%	125
2018 Q4	$36K	Buy	793 +4	+0.5%	+$178	0.02%	115
2018 Q3	$37K	Buy	789 +5	+0.6%	+$229	0.02%	118
2018 Q2	$34K	Buy	784 +4	+0.5%	+$180	0.02%	129
2018 Q1	$34K	Buy	780 +344	+79%	+$15.2K	0.02%	134
2017 Q4	$19K	Buy	436 +4	+0.9%	+$171	0.01%	147
2017 Q3	$18K	Buy	432 +2	+0.5%	+$81	0.01%	138
2017 Q2	$17K	Buy	430 +2	+0.5%	+$75	0.01%	159
2017 Q1	$16K	Buy	428 +2	+0.5%	+$71	0.01%	151
2016 Q4	$15K	Buy	426 +2	+0.5%	+$70	0.01%	133
2016 Q3	$15K	Buy	424 +4	+1%	+$146	0.01%	126
2016 Q2	$15K	Buy	420 +2	+0.5%	+$68	0.02%	118
2016 Q1	$13K	Buy	418 +2	+0.5%	+$59	0.02%	100
2015 Q4	$12K	Buy	416 +4	+1%	+$125	0.01%	119
2015 Q3	$12K	Buy	412 +2	+0.5%	+$61	0.02%	107
2015 Q2	$13K	Buy	410 +2	+0.5%	+$63	0.01%	162
2015 Q1	$13K	Buy	+408	New	+$12.4K	0.01%	127
2014 Q4	–	Sell	-402	Closed	-$12K	–	41
2014 Q3	$12K	Buy	+402	New	+$12.2K	0.01%	119

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

Winch Advisory Services's AFL Position: Q1 2026 in Review

Winch Advisory Services held its Aflac (AFL) position steady in Q1 2026 at 82 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Winch Advisory Services first reported a position in AFL in Q3 2014 and has held it in 46 quarters since. The position peaked at $47K in Q4 2019. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Winch Advisory Services held 82 shares of Aflac worth $9K as of Q1 2026.
Winch Advisory Services left its Aflac share count unchanged in Q1 2026.
Aflac made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #330 holding.
Winch Advisory Services first reported a position in Aflac in Q3 2014 and has held it in 46 quarters since.
Winch Advisory Services's Aflac position peaked at $47K in Q4 2019.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.