Beacon Capital Management Inc (Ohio)’s Aflac AFL Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$16.5K	Hold	150	–	–	﹤0.01%	93
2025 Q4	$16.5K	Hold	150	–	–	﹤0.01%	88
2025 Q3	$16.8K	Hold	150	–	–	﹤0.01%	91
2025 Q2	$15.8K	Buy	+150	New	+$15.8K	﹤0.01%	75
2024 Q1	–	Sell	-150	Closed	-$12.4K	–	28
2023 Q4	$12.4K	Hold	150	–	–	﹤0.01%	55
2023 Q3	$11.5K	Hold	150	–	–	﹤0.01%	47
2023 Q2	$10.5K	Hold	150	–	–	﹤0.01%	49
2023 Q1	$9.68K	Hold	150	–	–	﹤0.01%	68
2022 Q4	$10.8K	Hold	150	–	–	﹤0.01%	56
2022 Q3	$8K	Hold	150	–	–	﹤0.01%	55
2022 Q2	$8K	Hold	150	–	–	﹤0.01%	60
2022 Q1	$10K	Hold	150	–	–	﹤0.01%	60
2021 Q4	$9K	Hold	150	–	–	﹤0.01%	53
2021 Q3	$8K	Buy	+150	New	+$8.2K	﹤0.01%	65
2021 Q2	–	Sell	-150	Closed	-$8K	–	29
2021 Q1	$8K	Hold	150	–	–	﹤0.01%	48
2020 Q4	$7K	Hold	150	–	–	﹤0.01%	49
2020 Q3	$5K	Hold	150	–	–	﹤0.01%	52
2020 Q2	$5K	Hold	150	–	–	﹤0.01%	55
2020 Q1	$5K	Hold	150	–	–	﹤0.01%	49
2019 Q4	$8K	Hold	150	–	–	﹤0.01%	47
2019 Q3	$8K	Hold	150	–	–	﹤0.01%	48
2019 Q2	$8K	Hold	150	–	–	﹤0.01%	53
2019 Q1	$8K	Hold	150	–	–	﹤0.01%	51
2018 Q4	$7K	Hold	150	–	–	﹤0.01%	47
2018 Q3	$7K	Hold	150	–	–	﹤0.01%	49
2018 Q2	$6K	Hold	150	–	–	﹤0.01%	58
2018 Q1	$7K	Hold	150	–	–	﹤0.01%	48
2017 Q4	$7K	Hold	150	–	–	﹤0.01%	47
2017 Q3	$6K	Hold	150	–	–	﹤0.01%	53
2017 Q2	$6K	Hold	150	–	–	﹤0.01%	52
2017 Q1	$5K	Hold	150	–	–	﹤0.01%	51
2016 Q4	$5K	Sell	150 -600	-80%	-$21.1K	﹤0.01%	53
2016 Q3	$27K	Sell	750 -380	-34%	-$13.8K	﹤0.01%	54
2016 Q2	$41K	Sell	1,130 -2,200	-66%	-$75.1K	﹤0.01%	59
2016 Q1	$105K	Sell	3,330 -660	-17%	-$19.6K	0.01%	48
2015 Q4	$120K	Sell	3,990 -900	-18%	-$28K	0.01%	52
2015 Q3	$142K	Hold	4,890	–	–	0.01%	47
2015 Q2	$152K	Sell	4,890 -250	-5%	-$7.91K	0.01%	51
2015 Q1	$165K	Hold	5,140	–	–	0.02%	51
2014 Q4	$157K	Sell	5,140 -500	-9%	-$14.8K	0.02%	52
2014 Q3	$164K	Hold	5,640	–	–	0.02%	56
2014 Q2	$176K	Sell	5,640 -412	-7%	-$12.9K	0.03%	59
2014 Q1	$191K	Sell	6,052 -1,738	-22%	-$55.2K	0.05%	57
2013 Q4	$260K	Buy	+7,790	New	+$256K	0.08%	49

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

Beacon Capital Management Inc (Ohio)'s AFL Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) held its Aflac (AFL) position steady in Q1 2026 at 150 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #93.

Beacon Capital Management Inc (Ohio) first reported a position in AFL in Q4 2013 and has held it in 44 quarters since. The position peaked at $260K in Q4 2013. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 150 shares of Aflac worth $16.5K as of Q1 2026.
Beacon Capital Management Inc (Ohio) left its Aflac share count unchanged in Q1 2026.
Aflac made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #93 holding.
Beacon Capital Management Inc (Ohio) first reported a position in Aflac in Q4 2013 and has held it in 44 quarters since.
Beacon Capital Management Inc (Ohio)'s Aflac position peaked at $260K in Q4 2013.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.