Destination Wealth Management AFL AFLAC INC Common

Ownership history in Destination Wealth Management  ·  43 quarters on record

AI Ownership Summary

Destination Wealth Management reported AFLAC INC Common (AFL) in 43 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.85% in 2024 Q3. The latest visible filing shows AFL at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Destination Wealth Management's position in AFLAC INC Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AFL was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Destination Wealth Management held AFL — position size vs. price
% of Fund (quarterly)    AFL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 234,701 +401 +0.2% 0.68% $25.9M 2026-02-14 (Est.) $114.30
2025 Q3 ADDED 234,300 +2,092 +0.9% 0.72% $26.2M 2025-11-14 $113.15
2025 Q2 REDUCED 232,208 -4,130 -1.7% 0.72% $24.5M 2025-08-14 $103.63
2025 Q1 REDUCED 236,338 -2,985 -1.2% 0.83% $26.3M 2025-05-15 $103.54
2024 Q4 REDUCED 239,323 -6,630 -2.7% 0.77% $24.8M 2025-02-07 $100.82
2024 Q3 REDUCED 245,953 -6,571 -2.6% 0.85% $27.5M 2024-11-25 $110.18
2024 Q2 REDUCED 252,524 -6,189 -2.4% 0.75% $22.6M 2024-07-25 $90.76
2024 Q1 REDUCED 258,713 -2,946 -1.1% 0.74% $22.2M 2024-05-14 $82.75
2023 Q4 REDUCED 261,659 -6,972 -2.6% 0.75% $21.6M 2024-02-14 $75.19
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Destination Wealth Management and AFL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Destination Wealth Management reported owning AFL?

Destination Wealth Management reported AFL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AFL position in Destination Wealth Management's portfolio?

The largest reported portfolio weight for AFL was 0.85% in 2024 Q3.

What is the latest reported AFL position on this page?

The most recent filing on this page is 2025 Q4, when Destination Wealth Management reported 234,701 shares, equal to 0.68% of portfolio, with an estimated market value of $25.9M.

What does the chart on this AFL ownership page compare?

The chart compares Destination Wealth Management's quarterly AFL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Destination Wealth Management time their AFL position?

Based on 13F filing dates vs. subsequent AFL price moves, Destination Wealth Management correctly timed 22 out of 41 reported position changes (54%). The annualised alpha on AFL relative to SPY over the holding period was +1.6%.

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