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Catherine Avery Investment Management’s Aflac AFL Stock Holding History

Catherine Avery Investment 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 		– Sell
-17
Closed -$1.88K – 111
2025
Q4 		$1.88K Hold
17
– – ﹤0.01% 134
2025
Q3 		$1.9K Hold
17
– – ﹤0.01% 136
2025
Q2 		$1.79K Hold
17
– – ﹤0.01% 139
2025
Q1 		$1.89K Hold
17
– – ﹤0.01% 134
2024
Q4 		$1.76K Buy
+17
New +$1.85K ﹤0.01% 142

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Catherine Avery Investment Management's AFL Position: Q1 2026 in Review

Catherine Avery Investment Management sold out of Aflac (AFL) in Q1 2026, closing a stake of 17 shares — an estimated $1.88K sold.

Catherine Avery Investment Management first reported a position in AFL in Q4 2024 and held it in 5 quarters. The position peaked at $1.9K in Q3 2025. 1,663 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Catherine Avery Investment Management reported no remaining Aflac position as of Q1 2026 after selling out during the quarter.
  • Catherine Avery Investment Management sold 17 Aflac shares in Q1 2026, an estimated $1.88K.
  • Catherine Avery Investment Management first reported a position in Aflac in Q4 2024 and held it in 5 quarters.
  • Catherine Avery Investment Management's Aflac position peaked at $1.9K in Q3 2025.
  • 1,663 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Catherine Avery Investment Management's 13F filing for Q1 2026, filed 15 May 2026.