Caerus Investment Advisors’s Aflac AFL Stock Holding History

Caerus Investment Advisors’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	–	Sell	-4,430	Closed	-$488K	–	285
2025 Q4	$488K	Buy	4,430 +184	+4%	+$20.3K	0.16%	148
2025 Q3	$474K	Buy	+4,246	New	+$446K	0.19%	124

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

Caerus Investment Advisors's AFL Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Aflac (AFL) in Q1 2026, closing a stake of 4,430 shares — an estimated $488K sold.

Caerus Investment Advisors first reported a position in AFL in Q3 2025 and held it in 2 quarters. The position peaked at $488K in Q4 2025. 1,655 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Caerus Investment Advisors reported no remaining Aflac position as of Q1 2026 after selling out during the quarter.
Caerus Investment Advisors sold 4,430 Aflac shares in Q1 2026, an estimated $488K.
Caerus Investment Advisors first reported a position in Aflac in Q3 2025 and held it in 2 quarters.
Caerus Investment Advisors's Aflac position peaked at $488K in Q4 2025.
1,655 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.