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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
2025
Q2 		– Hold
0
– -$445K – 175
2025
Q1 		– Sell
-4,000
Closed -$424K – 121
2024
Q4 		$414K Buy
+4,000
New +$436K 0.12% 128

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
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.