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Berkshire Asset Management’s Aflac AFL Stock Holding History

Berkshire Asset Management’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 		$330K Sell
3,012
-148
-5% -$16.4K 0.01% 204
2025
Q4 		$348K Buy
3,160
+1,008
+47% +$111K 0.02% 208
2025
Q3 		$240K Sell
2,152
-74
-3% -$7.77K 0.01% 262
2025
Q2 		$235K Buy
2,226
+226
+11% +$23.7K 0.01% 257
2025
Q1 		$213K Buy
+2,000
New +$212K 0.01% 268
2020
Q2 		– Sell
-6,671
Closed -$228K – 169
2020
Q1 		$228K Buy
6,671
+109
+2% +$4.98K 0.02% 182
2019
Q4 		$347K Sell
6,562
-1,774
-21% -$94.2K 0.03% 144
2019
Q3 		$436K Sell
8,336
-282
-3% -$14.9K 0.04% 147
2019
Q2 		$472K Hold
8,618
– – 0.04% 142
2019
Q1 		$431K Sell
8,618
-9,554
-53% -$460K 0.04% 151
2018
Q4 		$828K Hold
18,172
– – 0.08% 117
2018
Q3 		$855K Buy
18,172
+2,414
+15% +$110K 0.07% 120
2018
Q2 		$678K Buy
15,758
+584
+4% +$26.2K 0.06% 121
2018
Q1 		$664K Buy
15,174
+42
+0.3% +$1.86K 0.06% 121
2017
Q4 		$664K Buy
15,132
+2,210
+17% +$94.3K 0.06% 119
2017
Q3 		$526K Buy
12,922
+1,410
+12% +$56.8K 0.06% 125
2017
Q2 		$447K Buy
11,512
+68
+0.6% +$2.56K 0.05% 131
2017
Q1 		$414K Sell
11,444
-794
-6% -$28.1K 0.05% 136
2016
Q4 		$426K Buy
12,238
+1,142
+10% +$40.2K 0.06% 127
2016
Q3 		$399K Buy
11,096
+118
+1% +$4.29K 0.06% 131
2016
Q2 		$396K Buy
+10,978
New +$375K 0.06% 127

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

Berkshire Asset Management's AFL Position: Q1 2026 in Review

Berkshire Asset Management reduced its Aflac (AFL) stake by 4.7% in Q1 2026, selling an estimated $16.4K and leaving 3,012 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #204.

Berkshire Asset Management first reported a position in AFL in Q2 2016 and has held it in 21 quarters since. The position peaked at $855K in Q3 2018. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Berkshire Asset Management held 3,012 shares of Aflac worth $330K as of Q1 2026.
  • Berkshire Asset Management sold 148 Aflac shares in Q1 2026, an estimated $16.4K.
  • Aflac made up 0.01% of Berkshire Asset Management's portfolio in Q1 2026, its #204 holding.
  • Berkshire Asset Management first reported a position in Aflac in Q2 2016 and has held it in 21 quarters since.
  • Berkshire Asset Management's Aflac position peaked at $855K in Q3 2018.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.