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Agate Pass Investment Management’s Aflac AFL Stock Holding History

Agate Pass Investment 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
Q2 		$1.32M Sell
11,271
-750
-6% -$86.3K 0.49% 53
2026
Q1 		$1.32M Sell
12,021
-124
-1% -$13.7K 0.52% 51
2025
Q4 		$1.34M Sell
12,145
-7
-0.1% -$771 0.5% 54
2025
Q3 		$1.36M Sell
12,152
-200
-2% -$21K 0.52% 56
2025
Q2 		$1.3M Buy
12,352
+250
+2% +$26.3K 0.53% 55
2025
Q1 		$1.35M Sell
12,102
-350
-3% -$37.1K 0.58% 53
2024
Q4 		$1.29M Sell
12,452
-635
-5% -$69.2K 0.58% 50
2024
Q3 		$1.46M Sell
13,087
-950
-7% -$96.5K 0.73% 43
2024
Q2 		$1.25M Sell
14,037
-1,295
-8% -$111K 0.67% 46
2024
Q1 		$1.32M Sell
15,332
-783
-5% -$64.2K 0.71% 42
2023
Q4 		$1.33M Buy
16,115
+206
+1% +$16.6K 0.77% 38
2023
Q3 		$1.22M Sell
15,909
-829
-5% -$61.5K 0.83% 38
2023
Q2 		$1.17M Sell
16,738
-3,212
-16% -$215K 0.71% 42
2023
Q1 		$1.29M Sell
19,950
-2,520
-11% -$173K 0.84% 38
2022
Q4 		$1.62M Sell
22,470
-2,110
-9% -$141K 1.14% 27
2022
Q3 		$1.38M Sell
24,580
-600
-2% -$35.3K 1.05% 33
2022
Q2 		$1.39M Buy
25,180
+300
+1% +$17.7K 0.98% 33
2022
Q1 		$1.6M Buy
24,880
+650
+3% +$40.7K 1% 33
2021
Q4 		$1.42M Buy
+24,230
New +$1.36M 0.88% 34

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Agate Pass Investment Management's AFL Position: Q2 2026 in Review

Agate Pass Investment Management reduced its Aflac (AFL) stake by 6.2% in Q2 2026, selling an estimated $86.3K and leaving 11,271 shares worth $1.32M. The position accounts for 0.49% of the portfolio, ranked #53.

Agate Pass Investment Management first reported a position in AFL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.62M in Q4 2022. 469 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Agate Pass Investment Management held 11,271 shares of Aflac worth $1.32M as of Q2 2026.
  • Agate Pass Investment Management sold 750 Aflac shares in Q2 2026, an estimated $86.3K.
  • Aflac made up 0.49% of Agate Pass Investment Management's portfolio in Q2 2026, its #53 holding.
  • Agate Pass Investment Management first reported a position in Aflac in Q4 2021 and has held it in 19 quarters since.
  • Agate Pass Investment Management's Aflac position peaked at $1.62M in Q4 2022.
  • 469 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.