Bollard Group’s Aflac AFL Stock Holding History

Bollard Group’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	$551K	Buy	5,024 +24	+0.5%	+$2.66K	0.02%	135
2025 Q4	$551K	Buy	5,000 +24	+0.5%	+$2.64K	0.01%	127
2025 Q3	$556K	Buy	4,976 +25	+0.5%	+$2.63K	0.01%	128
2025 Q2	$522K	Buy	4,951 +180	+4%	+$18.9K	0.01%	147
2025 Q1	$531K	Buy	4,771 +23	+0.5%	+$2.44K	0.01%	133
2024 Q4	$491K	Buy	4,748 +19	+0.4%	+$2.07K	0.01%	132
2024 Q3	$529K	Buy	4,729 +20	+0.4%	+$2.03K	0.01%	144
2024 Q2	$421K	Buy	4,709 +24	+0.5%	+$2.06K	0.01%	145
2024 Q1	$402K	Buy	4,685 +27	+0.6%	+$2.21K	0.01%	143
2023 Q4	$384K	Buy	4,658 +22	+0.5%	+$1.77K	0.01%	139
2023 Q3	$356K	Sell	4,636 -71	-2%	-$5.27K	0.01%	139
2023 Q2	$329K	Buy	4,707 +122	+3%	+$8.16K	0.01%	146
2023 Q1	$296K	Buy	4,585 +26	+0.6%	+$1.78K	0.01%	150
2022 Q4	$328K	Buy	4,559 +24	+0.5%	+$1.61K	0.01%	140
2022 Q3	$255K	Sell	4,535 -1,526	-25%	-$89.8K	0.01%	155
2022 Q2	$335K	Buy	6,061 +38	+0.6%	+$2.24K	0.01%	151
2022 Q1	$388K	Buy	6,023 +37	+0.6%	+$2.32K	0.01%	187
2021 Q4	$350K	Buy	5,986 +33	+0.6%	+$1.85K	0.01%	192
2021 Q3	$310K	Buy	5,953 +34	+0.6%	+$1.86K	0.01%	192
2021 Q2	$318K	Buy	5,919 +34	+0.6%	+$1.85K	0.01%	187
2021 Q1	$301K	Buy	5,885 +2	+0%	+$96	0.01%	187
2020 Q4	$262K	Sell	5,883 -460	-7%	-$18.8K	0.01%	182
2020 Q3	$231K	Sell	6,343 -806	-11%	-$29.4K	0.01%	185
2020 Q2	$258K	Buy	7,149 +2,831	+66%	+$102K	0.01%	172
2020 Q1	$148K	Sell	4,318 -620	-13%	-$28.3K	0.01%	151
2019 Q4	$261K	Buy	4,938 +25	+0.5%	+$1.33K	0.01%	148
2019 Q3	$257K	Buy	4,913 +26	+0.5%	+$1.37K	0.01%	151
2019 Q2	$268K	Buy	4,887 +26	+0.5%	+$1.34K	0.01%	165
2019 Q1	$243K	Buy	4,861 +26	+0.5%	+$1.25K	0.01%	167
2018 Q4	$220K	Buy	4,835 +28	+0.6%	+$1.25K	0.01%	163
2018 Q3	$226K	Buy	4,807 +26	+0.5%	+$1.19K	0.01%	170
2018 Q2	$206K	Buy	4,781 +28	+0.6%	+$1.26K	0.01%	169
2018 Q1	$208K	Buy	4,753 +27	+0.6%	+$1.2K	0.01%	171
2017 Q4	$207K	Buy	4,726 +24	+0.5%	+$1.02K	0.01%	166
2017 Q3	$191K	Buy	4,702 +24	+0.5%	+$966	0.01%	177
2017 Q2	$182K	Buy	4,678 +28	+0.6%	+$1.05K	0.01%	185
2017 Q1	$168K	Buy	4,650 +28	+0.6%	+$992	0.01%	186
2016 Q4	$161K	Buy	4,622 +28	+0.6%	+$986	0.01%	192
2016 Q3	$165K	Buy	4,594 +3,978	+646%	+$145K	0.01%	185
2016 Q2	$22K	Buy	616 +2	+0.3%	+$68	﹤0.01%	229
2016 Q1	$19K	Buy	614 +4	+0.7%	+$119	﹤0.01%	232
2015 Q4	$18K	Buy	610 +4	+0.7%	+$125	﹤0.01%	236
2015 Q3	$18K	Buy	606 +4	+0.7%	+$121	﹤0.01%	252
2015 Q2	$19K	Buy	602 +4	+0.7%	+$127	﹤0.01%	246
2015 Q1	$19K	Buy	598 +4	+0.7%	+$122	﹤0.01%	249
2014 Q4	$18K	Sell	594 -31,996	-98%	-$945K	﹤0.01%	246
2014 Q3	$949K	Buy	32,590 +590	+2%	+$18K	0.09%	137
2014 Q2	$996K	Hold	32,000	–	–	0.1%	132
2014 Q1	$1.01M	Hold	32,000	–	–	0.1%	112
2013 Q4	$1.07M	Hold	32,000	–	–	0.12%	99
2013 Q3	$992K	Buy	+32,000	New	+$963K	0.12%	92

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

Bollard Group's AFL Position: Q1 2026 in Review

Bollard Group increased its Aflac (AFL) stake by 0.48% in Q1 2026, buying an estimated $2.66K and bringing the position to 5,024 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #135.

Bollard Group first reported a position in AFL in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.07M in Q4 2013. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Bollard Group held 5,024 shares of Aflac worth $551K as of Q1 2026.
Bollard Group bought 24 Aflac shares in Q1 2026, an estimated $2.66K.
Aflac made up 0.02% of Bollard Group's portfolio in Q1 2026, its #135 holding.
Bollard Group first reported a position in Aflac in Q3 2013 and has held it in 51 quarters since.
Bollard Group's Aflac position peaked at $1.07M in Q4 2013.
1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.