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Clearstead Trust’s Aflac AFL Stock Holding History

Clearstead Trust’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 		$12.4K Buy
106
+55
+108% +$6.33K ﹤0.01% 571
2026
Q1 		$5.6K Hold
51
– – ﹤0.01% 728
2025
Q4 		$5.62K Sell
51
-21
-29% -$2.31K ﹤0.01% 735
2025
Q3 		$8.04K Buy
72
+54
+300% +$5.67K ﹤0.01% 643
2025
Q2 		$1.9K Buy
+18
New +$1.89K ﹤0.01% 971

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 $3.38T AUM 44.17% 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

Clearstead Trust's AFL Position: Q2 2026 in Review

Clearstead Trust increased its Aflac (AFL) stake by 108% in Q2 2026, buying an estimated $6.33K and bringing the position to 106 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Clearstead Trust first reported a position in AFL in Q2 2025 and has held it in 5 quarters since. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Clearstead Trust held 106 shares of Aflac worth $12.4K as of Q2 2026.
  • Clearstead Trust bought 55 Aflac shares in Q2 2026, an estimated $6.33K.
  • Aflac made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #571 holding.
  • Clearstead Trust first reported a position in Aflac in Q2 2025 and has held it in 5 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.