Charter Oak Capital Management’s Aflac AFL Stock Holding History

Charter Oak 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 Q1	$341K	Buy	3,104 +10	+0.3%	+$1.11K	0.03%	150
2025 Q4	$341K	Buy	3,094 +5	+0.2%	+$551	0.03%	158
2025 Q3	$345K	Buy	3,089 +10	+0.3%	+$1.05K	0.03%	157
2025 Q2	$325K	Buy	3,079 +289	+10%	+$30.4K	0.03%	156
2025 Q1	$310K	Buy	2,790 +19	+0.7%	+$2.02K	0.03%	146
2024 Q4	$287K	Buy	2,771 +5	+0.2%	+$545	0.03%	149
2024 Q3	$309K	Hold	2,766	–	–	0.03%	144
2024 Q2	$247K	Hold	2,766	–	–	0.03%	151
2024 Q1	$237K	Buy	+2,766	New	+$227K	0.03%	163
2022 Q3	–	Sell	-1,960	Closed	-$108K	–	172
2022 Q2	$108K	Hold	1,960	–	–	0.01%	234
2022 Q1	$126K	Buy	1,960 +31	+2%	+$1.94K	0.02%	227
2021 Q4	$113K	Hold	1,929	–	–	0.01%	241
2021 Q3	$101K	Hold	1,929	–	–	0.01%	244
2021 Q2	$103K	Hold	1,929	–	–	0.01%	235
2021 Q1	$99K	Hold	1,929	–	–	0.01%	239
2020 Q4	$86K	Buy	+1,929	New	+$79K	0.01%	236

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

Charter Oak Capital Management's AFL Position: Q1 2026 in Review

Charter Oak Capital Management increased its Aflac (AFL) stake by 0.32% in Q1 2026, buying an estimated $1.11K and bringing the position to 3,104 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #150.

Charter Oak Capital Management first reported a position in AFL in Q4 2020 and has held it in 16 quarters since. The position peaked at $345K in Q3 2025. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Charter Oak Capital Management held 3,104 shares of Aflac worth $341K as of Q1 2026.
Charter Oak Capital Management bought 10 Aflac shares in Q1 2026, an estimated $1.11K.
Aflac made up 0.03% of Charter Oak Capital Management's portfolio in Q1 2026, its #150 holding.
Charter Oak Capital Management first reported a position in Aflac in Q4 2020 and has held it in 16 quarters since.
Charter Oak Capital Management's Aflac position peaked at $345K in Q3 2025.
1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.