Capital Square’s Aflac AFL Stock Holding History

Capital Square’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	$225K	Buy	2,011 +11	+0.6%	+$1.32K	0.1%	216
2026 Q2	$244K	Buy	2,000 +10	+0.5%	+$1.15K	0.11%	199
2026 Q1	$228K	Buy	1,990 +11	+0.6%	+$1.22K	0.11%	203
2025 Q4	$218K	Buy	1,979 +7	+0.4%	+$771	0.11%	190
2025 Q3	$220K	Buy	+1,972	New	+$207K	0.11%	173
2025 Q2	–	Sell	-1,958	Closed	-$218K	–	201
2025 Q1	$218K	Buy	1,958 +6	+0.3%	+$636	0.13%	165
2024 Q4	$205K	Buy	+1,952	New	+$213K	0.12%	166
2021 Q1	–	Sell	-8,805	Closed	-$391K	–	144
2020 Q4	$391K	Sell	8,805 -745	-8%	-$30.5K	0.33%	95
2020 Q3	$347K	Sell	9,550 -1,635	-15%	-$59.5K	0.36%	91
2020 Q2	$402K	Sell	11,185 -225	-2%	-$8.13K	0.43%	82
2020 Q1	$391K	Buy	+11,410	New	+$521K	0.46%	71

Other funds holding AFL

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Capital Square's AFL Position: Q3 2026 in Review

Capital Square increased its Aflac (AFL) stake by 0.55% in Q3 2026, buying an estimated $1.32K and bringing the position to 2,011 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #216.

Capital Square first reported a position in AFL in Q1 2020 and has held it in 11 quarters since. The position peaked at $402K in Q2 2020. 590 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

Capital Square held 2,011 shares of Aflac worth $225K as of Q3 2026.
Capital Square bought 11 Aflac shares in Q3 2026, an estimated $1.32K.
Aflac made up 0.1% of Capital Square's portfolio in Q3 2026, its #216 holding.
Capital Square first reported a position in Aflac in Q1 2020 and has held it in 11 quarters since.
Capital Square's Aflac position peaked at $402K in Q2 2020.
590 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.