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Carret Asset Management’s Aflac AFL Stock Holding History

Carret Asset Management’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 		$682K Sell
6,216
-50
-0.8% -$5.54K 0.07% 178
2025
Q4 		$691K Sell
6,266
-58
-0.9% -$6.39K 0.07% 181
2025
Q3 		$706K Hold
6,324
– – 0.07% 172
2025
Q2 		$667K Hold
6,324
– – 0.07% 176
2025
Q1 		$703K Hold
6,324
– – 0.08% 169
2024
Q4 		$654K Sell
6,324
-22
-0.3% -$2.4K 0.07% 177
2024
Q3 		$709K Buy
6,346
+22
+0.3% +$2.24K 0.08% 179
2024
Q2 		$565K Hold
6,324
– – 0.07% 180
2024
Q1 		$543K Hold
6,324
– – 0.06% 189
2023
Q4 		$522K Hold
6,324
– – 0.07% 188
2023
Q3 		$485K Hold
6,324
– – 0.07% 185
2023
Q2 		$441K Sell
6,324
-200
-3% -$13.4K 0.06% 195
2023
Q1 		$421K Hold
6,524
– – 0.06% 194
2022
Q4 		$469K Sell
6,524
-100
-2% -$6.7K 0.06% 185
2022
Q3 		$372K Hold
6,624
– – 0.06% 201
2022
Q2 		$367K Buy
6,624
+58
+0.9% +$3.42K 0.05% 206
2022
Q1 		$423K Hold
6,566
– – 0.05% 211
2021
Q4 		$383K Hold
6,566
– – 0.04% 216
2021
Q3 		$342K Hold
6,566
– – 0.04% 220
2021
Q2 		$352K Buy
6,566
+300
+5% +$16.4K 0.04% 223
2021
Q1 		$321K Hold
6,266
– – 0.04% 215
2020
Q4 		$279K Sell
6,266
-200
-3% -$8.19K 0.04% 226
2020
Q3 		$235K Sell
6,466
-100
-2% -$3.64K 0.04% 218
2020
Q2 		$237K Hold
6,566
– – 0.04% 214
2020
Q1 		$225K Hold
6,566
– – 0.04% 197
2019
Q4 		$347K Sell
6,566
-250
-4% -$13.3K 0.05% 198
2019
Q3 		$357K Hold
6,816
– – 0.06% 197
2019
Q2 		$374K Hold
6,816
– – 0.06% 196
2019
Q1 		$341K Hold
6,816
– – 0.06% 193
2018
Q4 		$311K Hold
6,816
– – 0.06% 194
2018
Q3 		$321K Hold
6,816
– – 0.05% 208
2018
Q2 		$293K Sell
6,816
-4,000
-37% -$180K 0.05% 217
2018
Q1 		$473K Hold
10,816
– – 0.08% 179
2017
Q4 		$475K Hold
10,816
– – 0.07% 178
2017
Q3 		$440K Sell
10,816
-200
-2% -$8.05K 0.07% 181
2017
Q2 		$428K Hold
11,016
– – 0.07% 182
2017
Q1 		$399K Hold
11,016
– – 0.07% 181
2016
Q4 		$383K Hold
11,016
– – 0.07% 178
2016
Q3 		$396K Hold
11,016
– – 0.07% 176
2016
Q2 		$397K Hold
11,016
– – 0.08% 174
2016
Q1 		$348K Hold
11,016
– – 0.07% 172
2015
Q4 		$330K Sell
11,016
-2,280
-17% -$71K 0.07% 183
2015
Q3 		$386K Hold
13,296
– – 0.08% 168
2015
Q2 		$414K Sell
13,296
-3,000
-18% -$95K 0.08% 174
2015
Q1 		$522K Sell
16,296
-21,194
-57% -$646K 0.1% 162
2014
Q4 		$1.15M Sell
37,490
-600
-2% -$17.7K 0.22% 112
2014
Q3 		$1.11M Sell
38,090
-2,440
-6% -$74.3K 0.22% 112
2014
Q2 		$1.26M Buy
40,530
+1,300
+3% +$40.6K 0.24% 103
2014
Q1 		$1.24M Sell
39,230
-2,200
-5% -$69.9K 0.25% 101
2013
Q4 		$1.38M Sell
41,430
-200
-0.5% -$6.56K 0.28% 91
2013
Q3 		$1.29M Hold
41,630
– – 0.29% 92
2013
Q2 		$1.21M Buy
+41,630
New +$1.13M 0.25% 101

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carret Asset Management's AFL Position: Q1 2026 in Review

Carret Asset Management reduced its Aflac (AFL) stake by 0.8% in Q1 2026, selling an estimated $5.54K and leaving 6,216 shares worth $682K. The position accounts for 0.07% of the portfolio, ranked #178.

Carret Asset Management first reported a position in AFL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.38M in Q4 2013. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Carret Asset Management held 6,216 shares of Aflac worth $682K as of Q1 2026.
  • Carret Asset Management sold 50 Aflac shares in Q1 2026, an estimated $5.54K.
  • Aflac made up 0.07% of Carret Asset Management's portfolio in Q1 2026, its #178 holding.
  • Carret Asset Management first reported a position in Aflac in Q2 2013 and has held it in 52 quarters since.
  • Carret Asset Management's Aflac position peaked at $1.38M in Q4 2013.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Carret Asset Management's 13F filing for Q1 2026, filed 15 May 2026.