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 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 $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

Berkeley Capital Partners's AFL Position: Q1 2026 in Review

Berkeley Capital Partners increased its Aflac (AFL) stake by 0.22% in Q1 2026, buying an estimated $2.88K and bringing the position to 11,715 shares worth $1.29M. The position accounts for 0.3% of the portfolio, ranked #71.

Berkeley Capital Partners first reported a position in AFL in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.3M in Q3 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Berkeley Capital Partners held 11,715 shares of Aflac worth $1.29M as of Q1 2026.
Berkeley Capital Partners bought 26 Aflac shares in Q1 2026, an estimated $2.88K.
Aflac made up 0.3% of Berkeley Capital Partners's portfolio in Q1 2026, its #71 holding.
Berkeley Capital Partners first reported a position in Aflac in Q2 2022 and has held it in 16 quarters since.
Berkeley Capital Partners's Aflac position peaked at $1.3M in Q3 2025.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.