Appleton Partners’s Aflac AFL Stock Holding History

Appleton Partners’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	$570K	Hold	4,863	–	–	0.03%	185
2026 Q1	$534K	Hold	4,863	–	–	0.04%	184
2025 Q4	$536K	Hold	4,863	–	–	0.04%	185
2025 Q3	$543K	Hold	4,863	–	–	0.04%	179
2025 Q2	$513K	Sell	4,863 -100	-2%	-$10.5K	0.04%	178
2025 Q1	$552K	Buy	+4,963	New	+$526K	0.04%	167
2014 Q3	–	Sell	-18,380	Closed	-$572K	–	188
2014 Q2	$572K	Sell	18,380 -1,750	-9%	-$54.6K	0.13%	115
2014 Q1	$634K	Hold	20,130	–	–	0.15%	103
2013 Q4	$672K	Buy	20,130 +440	+2%	+$14.4K	0.16%	96
2013 Q3	$610K	Sell	19,690 -650	-3%	-$19.6K	0.16%	96
2013 Q2	$591K	Buy	+20,340	New	+$552K	0.17%	87

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $147M AUM

Appleton Partners's AFL Position: Q2 2026 in Review

Appleton Partners held its Aflac (AFL) position steady in Q2 2026 at 4,863 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #185.

Appleton Partners first reported a position in AFL in Q2 2013 and has held it in 11 quarters since. The position peaked at $672K in Q4 2013. 416 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Appleton Partners held 4,863 shares of Aflac worth $570K as of Q2 2026.
Appleton Partners left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #185 holding.
Appleton Partners first reported a position in Aflac in Q2 2013 and has held it in 11 quarters since.
Appleton Partners's Aflac position peaked at $672K in Q4 2013.
416 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.