Altrius Capital Management’s Aflac AFL Stock Holding History

Altrius 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	$492K	Hold	4,485	–	–	0.1%	79
2025 Q4	$495K	Hold	4,485	–	–	0.1%	78
2025 Q3	$501K	Hold	4,485	–	–	0.11%	76
2025 Q2	$473K	Sell	4,485 -127	-3%	-$13.3K	0.11%	76
2025 Q1	$513K	Hold	4,612	–	–	0.12%	75
2024 Q4	$477K	Hold	4,612	–	–	0.13%	75
2024 Q3	$516K	Hold	4,612	–	–	0.13%	75
2024 Q2	$412K	Hold	4,612	–	–	0.11%	80
2024 Q1	$396K	Hold	4,612	–	–	0.1%	81
2023 Q4	$380K	Hold	4,612	–	–	0.11%	82
2023 Q3	$354K	Sell	4,612 -107	-2%	-$7.94K	0.11%	83
2023 Q2	$329K	Buy	+4,719	New	+$316K	0.1%	85
2023 Q1	–	Sell	-4,719	Closed	-$339K	–	85
2022 Q4	$339K	Buy	+4,719	New	+$316K	0.11%	88

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

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

Altrius Capital Management held its Aflac (AFL) position steady in Q1 2026 at 4,485 shares worth $492K. The position accounts for 0.1% of the portfolio, ranked #79.

Altrius Capital Management first reported a position in AFL in Q4 2022 and has held it in 13 quarters since. The position peaked at $516K in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Altrius Capital Management held 4,485 shares of Aflac worth $492K as of Q1 2026.
Altrius Capital Management left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.1% of Altrius Capital Management's portfolio in Q1 2026, its #79 holding.
Altrius Capital Management first reported a position in Aflac in Q4 2022 and has held it in 13 quarters since.
Altrius Capital Management's Aflac position peaked at $516K in Q3 2024.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.