Caldwell Trust
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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
Q3 		$443K Hold
3,965
– – 0.04% 249
2026
Q2 		$465K Hold
3,965
– – 0.04% 244
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

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Caldwell Trust's AFL Position: Q3 2026 in Review

Caldwell Trust held its Aflac (AFL) position steady in Q3 2026 at 3,965 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #249.

Caldwell Trust first reported a position in AFL in Q4 2019 and has held it in 28 quarters since. The position peaked at $894K in Q4 2023. 1,041 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Caldwell Trust held 3,965 shares of Aflac worth $443K as of Q3 2026.
  • Caldwell Trust left its Aflac share count unchanged in Q3 2026.
  • Aflac made up 0.04% of Caldwell Trust's portfolio in Q3 2026, its #249 holding.
  • Caldwell Trust first reported a position in Aflac in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Aflac position peaked at $894K in Q4 2023.
  • 1,041 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.