Berman McAleer’s Aflac AFL Stock Holding History

Berman McAleer’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	$1.65M	Buy	14,109 +43	+0.3%	+$4.95K	0.19%	50
2026 Q1	$1.54M	Sell	14,066 -71	-0.5%	-$7.87K	0.21%	48
2025 Q4	$1.56M	Hold	14,137	–	–	0.21%	48
2025 Q3	$1.58M	Buy	+14,137	New	+$1.48M	0.22%	46

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

Berman McAleer's AFL Position: Q2 2026 in Review

Berman McAleer increased its Aflac (AFL) stake by 0.31% in Q2 2026, buying an estimated $4.95K and bringing the position to 14,109 shares worth $1.65M. The position accounts for 0.19% of the portfolio, ranked #50.

Berman McAleer first reported a position in AFL in Q3 2025 and has held it in 4 quarters since. 1,684 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Berman McAleer held 14,109 shares of Aflac worth $1.65M as of Q2 2026.
Berman McAleer bought 43 Aflac shares in Q2 2026, an estimated $4.95K.
Aflac made up 0.19% of Berman McAleer's portfolio in Q2 2026, its #50 holding.
Berman McAleer first reported a position in Aflac in Q3 2025 and has held it in 4 quarters since.
1,684 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.