Guardian Partners Inc. AFL — AFLAC INC

Ownership history in Guardian Partners Inc.  ·  5 quarters on record

AI Ownership Summary

Guardian Partners Inc. reported AFLAC INC (AFL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.71% in 2025 Q1. The latest visible filing shows AFL at 0.65% 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.

What this AFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Guardian Partners Inc.'s position in AFLAC INC, 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 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2025 Q1

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

Time in book
Holding Window
2024 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.

AFL stock page Guardian Partners Inc. fund profile Guardian Partners Inc. full holdings
How Guardian Partners Inc. 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 72,132 +7,469 +11.6% 0.65% $8.2M 2026-02-14 (Est.) $114.30
2025 Q3 ADDED — — — 64,663 +355 +0.6% 0.61% $7.2M 2025-11-13 $113.81
2025 Q2 ADDED — — — 64,308 +605 +0.9% 0.59% $6.6M 2025-08-07 $100.66
2025 Q1 REDUCED — — — 63,703 -1,741 -2.7% 0.71% $6.9M 2025-05-16 $104.55
2024 Q4 INITIATED — — — 65,444 — — 0.69% $6.8M 2025-02-11 $100.24

🏢 Other funds also holding AFL

As of 2026 Q1 — sorted by position size

Japan Post Holdings Co., Ltd. 3Y 100.0% Dorato Capital Management 15.63% Approach Retirement Advisors, LLC 9.73% PhiloSmith Capital Corp 3Y 8.38% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 8.29% Price Financial Group Wealth Management, Inc 7.98% PACES FERRY WEALTH ADVISORS, LLC 3Y 5.22% Longboard Asset Management, LP 4.36% Guinness Asset Management LTD 3Y 7Y 4.08% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 3.89%

FAQ About Guardian Partners Inc. and AFL

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

How long has Guardian Partners Inc. reported owning AFL?

Guardian Partners Inc. reported AFL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AFL position in Guardian Partners Inc.'s portfolio?

The largest reported portfolio weight for AFL was 0.71% in 2025 Q1.

What is the latest reported AFL position on this page?

The most recent filing on this page is 2025 Q4, when Guardian Partners Inc. reported 72,132 shares, equal to 0.65% of portfolio, with an estimated market value of $8.2M.

What does the chart on this AFL ownership page compare?

The chart compares Guardian Partners Inc.'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 Guardian Partners Inc. time their AFL position?

Based on 13F filing dates vs. subsequent AFL price moves, Guardian Partners Inc. correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on AFL relative to SPY over the holding period was +0.1%.

← Back to Guardian Partners Inc. Holdings