Bank Julius Baer & Co
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Bank Julius Baer & Co’s Aflac AFL Stock Holding History

Bank Julius Baer & Co’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 		$5.83M Sell
49,604
-19,391
-28% -$2.23M 0.02% 243
2026
Q1 		$7.57M Sell
68,995
-18,850
-21% -$2.09M 0.02% 198
2025
Q4 		$9.69M Sell
87,845
-520,118
-86% -$57.3M 0.03% 185
2025
Q3 		$67.9M Sell
607,963
-8,301
-1% -$872K 0.19% 96
2025
Q2 		$65M Sell
616,264
-7,999
-1% -$840K 0.19% 99
2025
Q1 		$69.2M Buy
624,263
+64,709
+12% +$6.86M 0.22% 95
2024
Q4 		$62.1M Buy
559,554
+38,873
+7% +$4.24M 0.19% 101
2024
Q3 		$65.9M Sell
520,681
-385,459
-43% -$39.2M 0.22% 83
2024
Q2 		$87.3M Sell
906,140
-45,290
-5% -$3.89M 0.33% 68
2024
Q1 		$81.6M Sell
951,430
-5,253
-0.5% -$431K 0.31% 77
2023
Q4 		$78.9M Buy
956,683
+271,152
+40% +$21.9M 0.33% 76
2023
Q3 		$52.6M Sell
685,531
-1,005,865
-59% -$74.7M 0.31% 76
2023
Q2 		$118M Sell
1,691,396
-4,947
-0.3% -$331K 0.7% 35
2023
Q1 		$109M Sell
1,696,343
-1,000,307
-37% -$68.5M 0.7% 36
2022
Q4 		$194M Sell
2,696,650
-20,650
-0.8% -$1.38M 1.33% 25
2022
Q3 		$153M Sell
2,717,300
-35,946
-1% -$2.12M 1.16% 24
2022
Q2 		$152M Buy
2,753,246
+9,683
+0.4% +$572K 1.07% 28
2022
Q1 		$177M Buy
2,743,563
+162,517
+6% +$10.2M 1.06% 30
2021
Q4 		$151M Buy
2,581,046
+212,424
+9% +$11.9M 0.81% 34
2021
Q3 		$123M Buy
2,368,622
+232,692
+11% +$12.7M 0.77% 32
2021
Q2 		$115M Buy
2,135,930
+230,207
+12% +$12.6M 0.73% 35
2021
Q1 		$97.5M Buy
1,905,723
+1,420,519
+293% +$68.2M 0.73% 37
2020
Q4 		$21.6M Sell
485,204
-19,582
-4% -$802K 0.18% 96
2020
Q3 		$18.3M Sell
504,786
-59,330
-11% -$2.16M 0.18% 93
2020
Q2 		$20.3M Sell
564,116
-46,717
-8% -$1.69M 0.23% 89
2020
Q1 		$20.9M Buy
+610,833
New +$27.9M 0.48% 60

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank Julius Baer & Co's AFL Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Aflac (AFL) stake by 28% in Q2 2026, selling an estimated $2.23M and leaving 49,604 shares worth $5.83M. The position accounts for 0.02% of the portfolio, ranked #243.

Bank Julius Baer & Co first reported a position in AFL in Q1 2020 and has held it in 26 quarters since. The position peaked at $194M in Q4 2022. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Bank Julius Baer & Co held 49,604 shares of Aflac worth $5.83M as of Q2 2026.
  • Bank Julius Baer & Co sold 19,391 Aflac shares in Q2 2026, an estimated $2.23M.
  • Aflac made up 0.02% of Bank Julius Baer & Co's portfolio in Q2 2026, its #243 holding.
  • Bank Julius Baer & Co first reported a position in Aflac in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's Aflac position peaked at $194M in Q4 2022.
  • 1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.