Capital Advisory Group Advisory Services’s Aflac AFL Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-3,404	Closed	-$375K	–	12
2025 Q4	$375K	Hold	3,404	–	–	0.11%	127
2025 Q3	$380K	Buy	3,404 +31	+0.9%	+$3.26K	0.12%	133
2025 Q2	$356K	Buy	3,373 +48	+1%	+$5.04K	0.13%	131
2025 Q1	$370K	Buy	3,325 +469	+16%	+$49.7K	0.14%	125
2024 Q4	$295K	Buy	2,856 +86	+3%	+$9.38K	0.11%	143
2024 Q3	$310K	Buy	+2,770	New	+$282K	0.12%	128
2021 Q4	–	Sell	-413	Closed	-$22K	–	174
2021 Q3	$22K	Buy	413 +2	+0.5%	+$109	0.01%	320
2021 Q2	$22K	Sell	411 -134	-25%	-$7.31K	0.01%	326
2021 Q1	$28K	Buy	545 +3	+0.6%	+$144	0.01%	281
2020 Q4	$24K	Buy	542 +2	+0.4%	+$82	0.01%	294
2020 Q3	$20K	Sell	540 -159	-23%	-$5.79K	0.01%	264
2020 Q2	$25K	Sell	699 -2,313	-77%	-$83.6K	0.01%	229
2020 Q1	$104K	Sell	3,012 -1,440	-32%	-$65.8K	0.13%	84
2019 Q4	$235K	Buy	4,452 +1,852	+71%	+$98.3K	0.12%	94
2019 Q3	$135K	Buy	2,600 +4	+0.2%	+$211	0.09%	94
2019 Q2	$141K	Sell	2,596 -90	-3%	-$4.64K	0.09%	96
2019 Q1	$134K	Buy	2,686 +101	+4%	+$4.87K	0.1%	95
2018 Q4	$119K	Sell	2,585 -666	-20%	-$29.6K	0.09%	96
2018 Q3	$154K	Buy	3,251 +730	+29%	+$33.4K	0.1%	95
2018 Q2	$109K	Sell	2,521 -196	-7%	-$8.8K	0.08%	96
2018 Q1	$119K	Buy	+2,717	New	+$120K	0.09%	96

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

Capital Advisory Group Advisory Services's AFL Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Aflac (AFL) in Q1 2026, closing a stake of 3,404 shares — an estimated $375K sold.

Capital Advisory Group Advisory Services first reported a position in AFL in Q1 2018 and held it in 21 quarters. The position peaked at $380K in Q3 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Aflac position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 3,404 Aflac shares in Q1 2026, an estimated $375K.
Capital Advisory Group Advisory Services first reported a position in Aflac in Q1 2018 and held it in 21 quarters.
Capital Advisory Group Advisory Services's Aflac position peaked at $380K in Q3 2025.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.