Berkeley Capital Partners’s Aflac AFL Stock Holding History

Berkeley Capital 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	$1.37M	Buy	11,726 +11	+0.1%	+$1.27K	0.28%	71
2026 Q1	$1.29M	Buy	11,715 +26	+0.2%	+$2.88K	0.3%	71
2025 Q4	$1.29M	Buy	11,689 +20	+0.2%	+$2.2K	0.3%	65
2025 Q3	$1.3M	Buy	11,669 +99	+0.9%	+$10.4K	0.31%	66
2025 Q2	$1.22M	Sell	11,570 -17	-0.1%	-$1.79K	0.31%	72
2025 Q1	$1.29M	Buy	11,587 +16	+0.1%	+$1.7K	0.35%	61
2024 Q4	$1.2M	Hold	11,571	–	–	0.33%	61
2024 Q3	$1.29M	Buy	11,571 +23	+0.2%	+$2.34K	0.37%	58
2024 Q2	$1.03M	Buy	11,548 +48	+0.4%	+$4.13K	0.31%	68
2024 Q1	$987K	Hold	11,500	–	–	0.3%	68
2023 Q4	$949K	Hold	11,500	–	–	0.31%	68
2023 Q3	$883K	Hold	11,500	–	–	0.32%	66
2023 Q2	$803K	Hold	11,500	–	–	0.28%	72
2023 Q1	$742K	Hold	11,500	–	–	0.27%	72
2022 Q4	$827K	Hold	11,500	–	–	0.32%	67
2022 Q3	$646K	Hold	11,500	–	–	0.28%	70
2022 Q2	$636K	Buy	+11,500	New	+$679K	0.26%	74

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Berkeley Capital Partners's AFL Position: Q2 2026 in Review

Berkeley Capital Partners increased its Aflac (AFL) stake by 0.09% in Q2 2026, buying an estimated $1.27K and bringing the position to 11,726 shares worth $1.37M. The position accounts for 0.28% of the portfolio, ranked #71.

Berkeley Capital Partners first reported a position in AFL in Q2 2022 and has held it in 17 quarters since. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Berkeley Capital Partners held 11,726 shares of Aflac worth $1.37M as of Q2 2026.
Berkeley Capital Partners bought 11 Aflac shares in Q2 2026, an estimated $1.27K.
Aflac made up 0.28% of Berkeley Capital Partners's portfolio in Q2 2026, its #71 holding.
Berkeley Capital Partners first reported a position in Aflac in Q2 2022 and has held it in 17 quarters since.
1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.