Cascade Financial Partners’s Aflac AFL Stock Holding History

Cascade Financial Partners’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	$1.31M	Sell	11,917 -200	-2%	-$22.2K	0.13%	101
2025 Q4	$1.34M	Sell	12,117 -1,085	-8%	-$120K	0.14%	101
2025 Q3	$1.47M	Buy	13,202 +50	+0.4%	+$5.25K	0.17%	90
2025 Q2	$1.39M	Sell	13,152 -200	-1%	-$21K	0.17%	91
2025 Q1	$1.48M	Sell	13,352 -485	-4%	-$51.4K	0.19%	88
2024 Q4	$1.43M	Buy	13,837 +400	+3%	+$43.6K	0.19%	82
2024 Q3	$1.51M	Sell	13,437 -160	-1%	-$16.3K	0.19%	78
2024 Q2	$1.21M	Sell	13,597 -93	-0.7%	-$8K	0.16%	85
2024 Q1	$1.1M	Buy	+13,690	New	+$1.12M	0.16%	92

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

Cascade Financial Partners's AFL Position: Q1 2026 in Review

Cascade Financial Partners reduced its Aflac (AFL) stake by 1.7% in Q1 2026, selling an estimated $22.2K and leaving 11,917 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #101.

Cascade Financial Partners first reported a position in AFL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Cascade Financial Partners held 11,917 shares of Aflac worth $1.31M as of Q1 2026.
Cascade Financial Partners sold 200 Aflac shares in Q1 2026, an estimated $22.2K.
Aflac made up 0.13% of Cascade Financial Partners's portfolio in Q1 2026, its #101 holding.
Cascade Financial Partners first reported a position in Aflac in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Aflac position peaked at $1.51M in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.