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Caldwell Sutter Capital’s Aflac AFL Stock Holding History

Caldwell Sutter Capital’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 		$189K Sell
1,614
-3
-0.2% -$345 0.07% 230
2026
Q1 		$177K Sell
1,617
-200
-11% -$22.2K 0.07% 232
2025
Q4 		$200K Buy
1,817
+6
+0.3% +$661 0.08% 216
2025
Q3 		$202K Hold
1,811
– – 0.09% 208
2025
Q2 		$191K Sell
1,811
-4
-0.2% -$420 0.09% 214
2025
Q1 		$202K Hold
1,815
– – 0.1% 198
2024
Q4 		$188K Hold
1,815
– – 0.09% 210
2024
Q3 		$203K Hold
1,815
– – 0.09% 205
2024
Q2 		$162K Sell
1,815
-300
-14% -$25.8K 0.08% 221
2024
Q1 		$182K Sell
2,115
-129
-6% -$10.6K 0.09% 212
2023
Q4 		$185K Hold
2,244
– – 0.09% 199
2023
Q3 		$172K Sell
2,244
-268
-11% -$19.9K 0.1% 194
2023
Q2 		$175K Buy
2,512
+159
+7% +$10.6K 0.09% 192
2023
Q1 		$152K Buy
+2,353
New +$161K 0.11% 157

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Caldwell Sutter Capital's AFL Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Aflac (AFL) stake by 0.19% in Q2 2026, selling an estimated $345 and leaving 1,614 shares worth $189K. The position accounts for 0.07% of the portfolio, ranked #230.

Caldwell Sutter Capital first reported a position in AFL in Q1 2023 and has held it in 14 quarters since. The position peaked at $203K in Q3 2024. 1,698 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Caldwell Sutter Capital held 1,614 shares of Aflac worth $189K as of Q2 2026.
  • Caldwell Sutter Capital sold 3 Aflac shares in Q2 2026, an estimated $345.
  • Aflac made up 0.07% of Caldwell Sutter Capital's portfolio in Q2 2026, its #230 holding.
  • Caldwell Sutter Capital first reported a position in Aflac in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Aflac position peaked at $203K in Q3 2024.
  • 1,698 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.