WorthPointe’s Aflac AFL Stock Holding History

WorthPointe’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	-1,909	Closed	-$210K	–	119
2025 Q4	$210K	Buy	1,909 +71	+4%	+$7.82K	0.06%	133
2025 Q3	$205K	Buy	+1,838	New	+$193K	0.08%	104
2025 Q2	–	Sell	-1,828	Closed	-$203K	–	97
2025 Q1	$203K	Buy	+1,828	New	+$194K	0.09%	91
2024 Q4	–	Sell	-1,822	Closed	-$204K	–	91
2024 Q3	$204K	Buy	+1,822	New	+$185K	0.09%	77

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WorthPointe's AFL Position: Q1 2026 in Review

WorthPointe sold out of Aflac (AFL) in Q1 2026, closing a stake of 1,909 shares — an estimated $210K sold.

WorthPointe first reported a position in AFL in Q3 2024 and held it in 4 quarters. The position peaked at $210K in Q4 2025. 1,662 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

WorthPointe reported no remaining Aflac position as of Q1 2026 after selling out during the quarter.
WorthPointe sold 1,909 Aflac shares in Q1 2026, an estimated $210K.
WorthPointe first reported a position in Aflac in Q3 2024 and held it in 4 quarters.
WorthPointe's Aflac position peaked at $210K in Q4 2025.
1,662 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.