CFP
AFL icon

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
Q2 		$1.35M Sell
11,498
-419
-4% -$48.2K 0.12% 104
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cascade Financial Partners's AFL Position: Q2 2026 in Review

Cascade Financial Partners reduced its Aflac (AFL) stake by 3.5% in Q2 2026, selling an estimated $48.2K and leaving 11,498 shares worth $1.35M. The position accounts for 0.12% of the portfolio, ranked #104.

Cascade Financial Partners first reported a position in AFL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.51M in Q3 2024. 1,700 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Cascade Financial Partners held 11,498 shares of Aflac worth $1.35M as of Q2 2026.
  • Cascade Financial Partners sold 419 Aflac shares in Q2 2026, an estimated $48.2K.
  • Aflac made up 0.12% of Cascade Financial Partners's portfolio in Q2 2026, its #104 holding.
  • Cascade Financial Partners first reported a position in Aflac in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Aflac position peaked at $1.51M in Q3 2024.
  • 1,700 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.