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Annis Gardner Whiting Capital Advisors’s Aflac AFL Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$559K Sell
5,097
-140
-3% -$15.5K 0.09% 177
2025
Q4 		$577K Buy
5,237
+3,928
+300% +$433K 0.11% 165
2025
Q3 		$146K Sell
1,309
-88
-6% -$9.24K 0.03% 313
2025
Q2 		$147K Buy
1,397
+443
+46% +$46.5K 0.05% 251
2025
Q1 		$106K Buy
954
+13
+1% +$1.38K 0.04% 266
2024
Q4 		$97.3K Sell
941
-172
-15% -$18.8K 0.03% 281
2024
Q3 		$124K Sell
1,113
-87
-7% -$8.84K 0.04% 262
2024
Q2 		$107K Buy
1,200
+22
+2% +$1.89K 0.03% 295
2024
Q1 		$101K Buy
1,178
+124
+12% +$10.2K 0.04% 280
2023
Q4 		$87K Buy
1,054
+588
+126% +$47.4K 0.04% 237
2023
Q3 		$35.7K Buy
+466
New +$34.6K 0.02% 319

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's AFL Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Aflac (AFL) stake by 2.7% in Q1 2026, selling an estimated $15.5K and leaving 5,097 shares worth $559K. The position accounts for 0.09% of the portfolio, ranked #177.

Annis Gardner Whiting Capital Advisors first reported a position in AFL in Q3 2023 and has held it in 11 quarters since. The position peaked at $577K in Q4 2025. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 5,097 shares of Aflac worth $559K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 140 Aflac shares in Q1 2026, an estimated $15.5K.
  • Aflac made up 0.09% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #177 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Aflac in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Aflac position peaked at $577K in Q4 2025.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.