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Charter Capital Management’s Aflac AFL Stock Holding History

Charter Capital 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
Q2 		$236K Hold
2,014
– – 0.1% 64
2026
Q1 		$221K Buy
+2,014
New +$223K 0.11% 63

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Charter Capital Management's AFL Position: Q2 2026 in Review

Charter Capital Management held its Aflac (AFL) position steady in Q2 2026 at 2,014 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #64.

Charter Capital Management first reported a position in AFL in Q1 2026 and has held it in 2 quarters since. 885 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Charter Capital Management held 2,014 shares of Aflac worth $236K as of Q2 2026.
  • Charter Capital Management left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.1% of Charter Capital Management's portfolio in Q2 2026, its #64 holding.
  • Charter Capital Management first reported a position in Aflac in Q1 2026 and has held it in 2 quarters since.
  • 885 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.