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Cerro Pacific Wealth Advisors’s Aflac AFL Stock Holding History

Cerro Pacific Wealth Advisors’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 		$815K Sell
6,949
-8
-0.1% -$921 0.18% 81
2026
Q1 		$763K Sell
6,957
-740
-10% -$82K 0.2% 79
2025
Q4 		$849K Sell
7,697
-697
-8% -$76.8K 0.23% 71
2025
Q3 		$938K Sell
8,394
-1,415
-14% -$149K 0.26% 70
2025
Q2 		$1.03M Sell
9,809
-716
-7% -$75.2K 0.29% 67
2025
Q1 		$1.09M Sell
10,525
-31
-0.3% -$3.29K 0.35% 59
2024
Q4 		$1.18M Sell
10,556
-253
-2% -$27.6K 0.39% 59
2024
Q3 		$965K Hold
10,809
– – 0.36% 64
2024
Q2 		$965K Buy
+10,809
New +$929K 0.37% 65
2023
Q1 		$711K Sell
11,014
-102
-0.9% -$6.98K 0.39% 64
2022
Q4 		$800K Sell
11,116
-111
-1% -$7.43K 0.42% 63
2022
Q3 		$631K Buy
11,227
+489
+5% +$28.8K 0.38% 70
2022
Q2 		$594K Sell
10,738
-1,612
-13% -$95.1K 0.37% 72
2022
Q1 		$795K Buy
12,350
+174
+1% +$10.9K 0.49% 64
2021
Q4 		$711K Sell
12,176
-982
-7% -$55K 0.45% 70
2021
Q3 		$686K Sell
13,158
-4,695
-26% -$257K 0.49% 63
2021
Q2 		$958K Buy
+17,853
New +$973K 0.71% 41
2020
Q4 		$1.03M Buy
+23,242
New +$951K 0.62% 50

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

Cerro Pacific Wealth Advisors's AFL Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Aflac (AFL) stake by 0.11% in Q2 2026, selling an estimated $921 and leaving 6,949 shares worth $815K. The position accounts for 0.18% of the portfolio, ranked #81.

Cerro Pacific Wealth Advisors first reported a position in AFL in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.18M in Q4 2024. 1,692 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 6,949 shares of Aflac worth $815K as of Q2 2026.
  • Cerro Pacific Wealth Advisors sold 8 Aflac shares in Q2 2026, an estimated $921.
  • Aflac made up 0.18% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Aflac in Q4 2020 and has held it in 18 quarters since.
  • Cerro Pacific Wealth Advisors's Aflac position peaked at $1.18M in Q4 2024.
  • 1,692 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.