Advisors Capital Management’s Aflac AFL Stock Holding History

Advisors Capital Management’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	$1.12M	Sell	10,211 -1,140	-10%	-$126K	0.01%	309
2025 Q4	$1.25M	Buy	11,351 +542	+5%	+$59.7K	0.01%	301
2025 Q3	$1.21M	Buy	10,809 +130	+1%	+$13.7K	0.02%	296
2025 Q2	$1.13M	Sell	10,679 -221	-2%	-$23.2K	0.02%	285
2025 Q1	$1.21M	Sell	10,900 -130	-1%	-$13.8K	0.02%	273
2024 Q4	$1.14M	Buy	11,030 +711	+7%	+$77.5K	0.02%	288
2024 Q3	$1.15M	Buy	10,319 +4,548	+79%	+$462K	0.02%	277
2024 Q2	$515K	Buy	5,771 +807	+16%	+$69.4K	0.01%	359
2024 Q1	$426K	Buy	4,964 +304	+7%	+$24.9K	0.01%	371
2023 Q4	$385K	Buy	+4,660	New	+$376K	0.01%	374
2023 Q3	–	Sell	-3,537	Closed	-$247K	–	406
2023 Q2	$247K	Buy	3,537 +302	+9%	+$20.2K	0.01%	386
2023 Q1	$209K	Buy	3,235 +40	+1%	+$2.74K	0.01%	411
2022 Q4	$230K	Buy	+3,195	New	+$214K	0.01%	409

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

Advisors Capital Management's AFL Position: Q1 2026 in Review

Advisors Capital Management reduced its Aflac (AFL) stake by 10% in Q1 2026, selling an estimated $126K and leaving 10,211 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #309.

Advisors Capital Management first reported a position in AFL in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.25M in Q4 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Advisors Capital Management held 10,211 shares of Aflac worth $1.12M as of Q1 2026.
Advisors Capital Management sold 1,140 Aflac shares in Q1 2026, an estimated $126K.
Aflac made up 0.01% of Advisors Capital Management's portfolio in Q1 2026, its #309 holding.
Advisors Capital Management first reported a position in Aflac in Q4 2022 and has held it in 13 quarters since.
Advisors Capital Management's Aflac position peaked at $1.25M in Q4 2025.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.