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Cape Investment Advisory’s Aflac AFL Stock Holding History

Cape Investment Advisory’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 		$16.4K Buy
+140
New +$16.1K ﹤0.01% 744
2026
Q1 		– Sell
-335
Closed -$36.9K – 246
2025
Q4 		$36.9K Buy
+335
New +$36.9K 0.01% 487
2025
Q3 		– Sell
-304
Closed -$32.1K – 861
2025
Q2 		$32.1K Sell
304
-101
-25% -$10.6K 0.01% 433
2025
Q1 		$45K Sell
405
-153
-27% -$16.2K 0.02% 348
2024
Q4 		$57.7K Sell
558
-109
-16% -$11.9K 0.02% 312
2024
Q3 		$74.6K Buy
667
+263
+65% +$26.7K 0.03% 273
2024
Q2 		$36.1K Hold
404
– – 0.02% 343
2024
Q1 		$34.7K Hold
404
– – 0.02% 356
2023
Q4 		$33.3K Hold
404
– – 0.02% 432
2023
Q3 		$31K Buy
404
+75
+23% +$5.57K 0.02% 375
2023
Q2 		$23K Sell
329
-100
-23% -$6.69K 0.01% 416
2023
Q1 		$27.7K Buy
+429
New +$29.4K 0.02% 369

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cape Investment Advisory's AFL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Aflac (AFL) in Q2 2026: 140 shares worth $16.4K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AFL as recently as Q4 2025.

Cape Investment Advisory first reported a position in AFL in Q1 2023 and has held it in 12 quarters since. The position peaked at $74.6K in Q3 2024. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Cape Investment Advisory held 140 shares of Aflac worth $16.4K as of Q2 2026.
  • Aflac was a new Cape Investment Advisory position in Q2 2026.
  • Aflac made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #744 holding.
  • Cape Investment Advisory first reported a position in Aflac in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's Aflac position peaked at $74.6K in Q3 2024.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.