James T. Borello RIA
AFL icon

James T. Borello RIA’s Aflac AFL Stock Holding History

James T. Borello RIA’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
Q3 		$10.6K Sell
95
-13
-12% -$1.56K ﹤0.01% 590
2026
Q2 		$12.7K Sell
108
-1
-0.9% -$115 ﹤0.01% 534
2026
Q1 		$12K Buy
109
+66
+153% +$7.32K ﹤0.01% 508
2025
Q4 		$4.74K Sell
43
-20
-32% -$2.2K ﹤0.01% 584
2025
Q3 		$7.04K Buy
+63
New +$6.62K ﹤0.01% 367

Other funds holding AFL

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

James T. Borello RIA's AFL Position: Q3 2026 in Review

James T. Borello RIA reduced its Aflac (AFL) stake by 12% in Q3 2026, selling an estimated $1.56K and leaving 95 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

James T. Borello RIA first reported a position in AFL in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.7K in Q2 2026. 470 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • James T. Borello RIA held 95 shares of Aflac worth $10.6K as of Q3 2026.
  • James T. Borello RIA sold 13 Aflac shares in Q3 2026, an estimated $1.56K.
  • Aflac made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #590 holding.
  • James T. Borello RIA first reported a position in Aflac in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Aflac position peaked at $12.7K in Q2 2026.
  • 470 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.