Biltmore Family Office’s Aflac AFL Stock Holding History

Biltmore Family Office’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	$2.67M	Hold	24,363	–	–	0.37%	55
2025 Q4	$2.69M	Buy	24,363 +100	+0.4%	+$11K	0.37%	54
2025 Q3	$2.71M	Hold	24,263	–	–	0.39%	53
2025 Q2	$2.56M	Hold	24,263	–	–	0.43%	46
2025 Q1	$2.7M	Hold	24,263	–	–	0.46%	43
2024 Q4	$2.51M	Sell	24,263 -500	-2%	-$54.5K	0.42%	46
2024 Q3	$2.77M	Sell	24,763 -470	-2%	-$47.8K	0.47%	42
2024 Q2	$2.25M	Sell	25,233 -500	-2%	-$43K	0.41%	49
2024 Q1	$2.21M	Sell	25,733 -800	-3%	-$65.6K	0.44%	45
2023 Q4	$2.19M	Sell	26,533 -233	-0.9%	-$18.8K	0.45%	42
2023 Q3	$2.05M	Sell	26,766 -633	-2%	-$47K	0.47%	40
2023 Q2	$1.91M	Sell	27,399 -10	-0%	-$669	0.4%	45
2023 Q1	$1.77M	Sell	27,409 -500	-2%	-$34.2K	0.37%	47
2022 Q4	$2.01M	Hold	27,909	–	–	0.41%	36
2022 Q3	$1.57M	Buy	27,909 +10	+0%	+$588	0.36%	43
2022 Q2	$1.54M	Buy	27,899 +1	+0%	+$59	0.39%	46
2022 Q1	$1.8M	Sell	27,898 -18,266	-40%	-$1.14M	0.38%	47
2021 Q4	$2.7M	Buy	46,164 +16,934	+58%	+$949K	0.51%	39
2021 Q3	$1.52M	Sell	29,230 -1,500	-5%	-$82K	0.37%	45
2021 Q2	$1.65M	Buy	30,730 +1	+0%	+$55	0.47%	35
2021 Q1	$1.57M	Sell	30,729 -1,599	-5%	-$76.7K	0.49%	34
2020 Q4	$1.44M	Buy	32,328 +1	+0%	+$41	0.43%	34
2020 Q3	$1.18M	Buy	32,327 +1	+0%	+$36	0.66%	36
2020 Q2	$1.17M	Buy	32,326 +1	+0%	+$36	0.7%	34
2020 Q1	$1.11M	Buy	32,325 +600	+2%	+$27.4K	0.73%	34
2019 Q4	$1.68M	Sell	31,725 -1,775	-5%	-$94.2K	0.67%	40
2019 Q3	$1.75M	Hold	33,500	–	–	0.76%	42
2019 Q2	$1.84M	Hold	33,500	–	–	0.99%	33
2019 Q1	$1.68M	Sell	33,500 -4,300	-11%	-$207K	0.85%	39
2018 Q4	$1.72M	Hold	37,800	–	–	0.97%	38
2018 Q3	$1.78M	Sell	37,800 -2,200	-6%	-$101K	0.85%	37
2018 Q2	$1.72M	Hold	40,000	–	–	0.86%	35
2018 Q1	$1.75M	Hold	40,000	–	–	0.78%	42
2017 Q4	$1.76M	Buy	+40,000	New	+$1.71M	0.79%	41

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

Biltmore Family Office's AFL Position: Q1 2026 in Review

Biltmore Family Office held its Aflac (AFL) position steady in Q1 2026 at 24,363 shares worth $2.67M. The position accounts for 0.37% of the portfolio, ranked #55.

Biltmore Family Office first reported a position in AFL in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.77M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Biltmore Family Office held 24,363 shares of Aflac worth $2.67M as of Q1 2026.
Biltmore Family Office left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.37% of Biltmore Family Office's portfolio in Q1 2026, its #55 holding.
Biltmore Family Office first reported a position in Aflac in Q4 2017 and has held it in 34 quarters since.
Biltmore Family Office's Aflac position peaked at $2.77M in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.