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 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 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

Caldwell Sutter Capital's AFL Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Aflac (AFL) stake by 11% in Q1 2026, selling an estimated $22.2K and leaving 1,617 shares worth $177K. The position accounts for 0.07% of the portfolio, ranked #232.

Caldwell Sutter Capital first reported a position in AFL in Q1 2023 and has held it in 13 quarters since. The position peaked at $203K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Caldwell Sutter Capital held 1,617 shares of Aflac worth $177K as of Q1 2026.
Caldwell Sutter Capital sold 200 Aflac shares in Q1 2026, an estimated $22.2K.
Aflac made up 0.07% of Caldwell Sutter Capital's portfolio in Q1 2026, its #232 holding.
Caldwell Sutter Capital first reported a position in Aflac in Q1 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Aflac position peaked at $203K in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.