Bank of Montreal’s Aflac AFL Stock Holding History

Bank of Montreal’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
2025 Q1	–	Sell	-78,400	Closed	-$8.11M	–	3467
2024 Q4	$8.11M	Sell	78,400 -30,000	-28%	-$3.27M	﹤0.01%	1051
2024 Q3	$12M	Buy	108,400 +30,000	+38%	+$3.05M	0.01%	966
2024 Q2	$7.06M	Hold	78,400	–	–	﹤0.01%	1136
2024 Q1	$6.74M	Buy	+78,400	New	+$6.43M	﹤0.01%	1109
2023 Q4	–	Sell	-100,000	Closed	-$7.69M	–	3951
2023 Q3	$7.69M	Hold	100,000	–	–	﹤0.01%	1104
2023 Q2	$7M	Buy	+100,000	New	+$6.69M	﹤0.01%	1176
2020 Q1	–	Sell	-9,000	Closed	-$476K	–	4053
2019 Q4	$476K	Buy	+9,000	New	+$478K	﹤0.01%	2700
2019 Q1	–	Sell	-71,100	Closed	-$3.24M	–	4272
2018 Q4	$3.24M	Buy	+71,100	New	+$3.16M	﹤0.01%	1294
2014 Q2	–	Sell	-81,400	Closed	-$2.57M	–	4656
2014 Q1	$2.57M	Buy	+81,400	New	+$2.59M	﹤0.01%	1222

Other funds holding AFL

JPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal's AFL Position: Q2 2026 in Review

Bank of Montreal increased its Aflac (AFL) stake by 18% in Q2 2026, buying an estimated $7.97M and bringing the position to 453,085 shares worth $53.1M. The position accounts for 0.02% of the portfolio, ranked #589.

Bank of Montreal first reported a position in AFL in Q2 2013 and has held it in 53 quarters since. The position peaked at $98.5M in Q3 2018. 1,287 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Bank of Montreal held 453,085 shares of Aflac worth $53.1M as of Q2 2026.
Bank of Montreal bought 69,190 Aflac shares in Q2 2026, an estimated $7.97M.
Aflac made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #589 holding.
Bank of Montreal first reported a position in Aflac in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Aflac position peaked at $98.5M in Q3 2018.
1,287 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.