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Caldwell Trust’s Aflac AFL Stock Holding History

Caldwell Trust’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 		$435K Sell
3,965
-75
-2% -$8.31K 0.04% 243
2025
Q4 		$445K Sell
4,040
-190
-4% -$20.9K 0.04% 241
2025
Q3 		$472K Sell
4,230
-510
-11% -$53.6K 0.04% 233
2025
Q2 		$500K Hold
4,740
– – 0.05% 222
2025
Q1 		$527K Hold
4,740
– – 0.06% 210
2024
Q4 		$490K Sell
4,740
-800
-14% -$87.2K 0.05% 218
2024
Q3 		$619K Hold
5,540
– – 0.07% 201
2024
Q2 		$495K Sell
5,540
-1,295
-19% -$111K 0.05% 213
2024
Q1 		$587K Sell
6,835
-4,000
-37% -$328K 0.07% 195
2023
Q4 		$894K Hold
10,835
– – 0.11% 155
2023
Q3 		$832K Sell
10,835
-100
-0.9% -$7.42K 0.11% 149
2023
Q2 		$763K Hold
10,935
– – 0.1% 163
2023
Q1 		$706K Sell
10,935
-860
-7% -$58.9K 0.1% 170
2022
Q4 		$849K Sell
11,795
-492
-4% -$32.9K 0.12% 147
2022
Q3 		$691K Hold
12,287
– – 0.1% 159
2022
Q2 		$680K Sell
12,287
-1,200
-9% -$70.8K 0.09% 162
2022
Q1 		$868K Hold
13,487
– – 0.1% 154
2021
Q4 		$788K Hold
13,487
– – 0.09% 165
2021
Q3 		$703K Hold
13,487
– – 0.09% 165
2021
Q2 		$724K Buy
13,487
+1,000
+8% +$54.5K 0.09% 159
2021
Q1 		$639K Hold
12,487
– – 0.09% 162
2020
Q4 		$555K Sell
12,487
-3,200
-20% -$131K 0.08% 163
2020
Q3 		$570K Sell
15,687
-236
-1% -$8.59K 0.09% 150
2020
Q2 		$574K Hold
15,923
– – 0.1% 157
2020
Q1 		$545K Buy
15,923
+358
+2% +$16.4K 0.1% 143
2019
Q4 		$823K Buy
+15,565
New +$826K 0.13% 132

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caldwell Trust's AFL Position: Q1 2026 in Review

Caldwell Trust reduced its Aflac (AFL) stake by 1.9% in Q1 2026, selling an estimated $8.31K and leaving 3,965 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #243.

Caldwell Trust first reported a position in AFL in Q4 2019 and has held it in 26 quarters since. The position peaked at $894K in Q4 2023. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Caldwell Trust held 3,965 shares of Aflac worth $435K as of Q1 2026.
  • Caldwell Trust sold 75 Aflac shares in Q1 2026, an estimated $8.31K.
  • Aflac made up 0.04% of Caldwell Trust's portfolio in Q1 2026, its #243 holding.
  • Caldwell Trust first reported a position in Aflac in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Aflac position peaked at $894K in Q4 2023.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.