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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
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

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 Trust's AFL Position: Q2 2026 in Review

Caldwell Trust held its Aflac (AFL) position steady in Q2 2026 at 3,965 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #244.

Caldwell Trust first reported a position in AFL in Q4 2019 and has held it in 27 quarters since. The position peaked at $894K in Q4 2023. 1,698 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Caldwell Trust held 3,965 shares of Aflac worth $465K as of Q2 2026.
  • Caldwell Trust left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.04% of Caldwell Trust's portfolio in Q2 2026, its #244 holding.
  • Caldwell Trust first reported a position in Aflac in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Aflac position peaked at $894K in Q4 2023.
  • 1,698 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.