CFG
AFL icon

Capstone Financial Group’s Aflac AFL Stock Holding History

Capstone Financial Group’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
2020
Q3 		$249K Buy
6,651
+693
+12% +$25.2K 0.19% 74
2020
Q2 		$206K Sell
5,958
-35
-0.6% -$1.26K 0.17% 75
2020
Q1 		$205K Sell
5,993
-714
-11% -$32.6K 0.21% 73
2019
Q4 		$355K Buy
+6,707
New +$356K 0.34% 49

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capstone Financial Group's AFL Position: Q3 2020 in Review

Capstone Financial Group increased its Aflac (AFL) stake by 12% in Q3 2020, buying an estimated $25.2K and bringing the position to 6,651 shares worth $249K. The position accounts for 0.19% of the portfolio, ranked #74.

Capstone Financial Group first reported a position in AFL in Q4 2019 and has held it in 4 quarters since. The position peaked at $355K in Q4 2019. 941 funds tracked by Wall St. Rank hold AFL as of Q3 2020.

  • Capstone Financial Group held 6,651 shares of Aflac worth $249K as of Q3 2020.
  • Capstone Financial Group bought 693 Aflac shares in Q3 2020, an estimated $25.2K.
  • Aflac made up 0.19% of Capstone Financial Group's portfolio in Q3 2020, its #74 holding.
  • Capstone Financial Group first reported a position in Aflac in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's Aflac position peaked at $355K in Q4 2019.
  • 941 funds tracked by Wall St. Rank held Aflac as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.