Coastal Bridge Advisors’s Aflac AFL Stock Holding History

Coastal Bridge 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 Q1	$340K	Buy	3,095 +88	+3%	+$9.75K	0.02%	363
2025 Q4	$332K	Sell	3,007 -2,400	-44%	-$264K	0.02%	352
2025 Q3	$604K	Sell	5,407 -12	-0.2%	-$1.26K	0.05%	266
2025 Q2	$571K	Buy	+5,419	New	+$569K	0.05%	277
2025 Q1	–	Sell	-2,416	Closed	-$250K	–	259
2024 Q4	$250K	Hold	2,416	–	–	0.06%	137
2024 Q3	$270K	Hold	2,416	–	–	0.07%	131
2024 Q2	$216K	Buy	2,416 +16	+0.7%	+$1.38K	0.05%	146
2024 Q1	$206K	Buy	+2,400	New	+$197K	0.05%	152

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

Coastal Bridge Advisors's AFL Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Aflac (AFL) stake by 2.9% in Q1 2026, buying an estimated $9.75K and bringing the position to 3,095 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #363.

Coastal Bridge Advisors first reported a position in AFL in Q1 2024 and has held it in 8 quarters since. The position peaked at $604K in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Coastal Bridge Advisors held 3,095 shares of Aflac worth $340K as of Q1 2026.
Coastal Bridge Advisors bought 88 Aflac shares in Q1 2026, an estimated $9.75K.
Aflac made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #363 holding.
Coastal Bridge Advisors first reported a position in Aflac in Q1 2024 and has held it in 8 quarters since.
Coastal Bridge Advisors's Aflac position peaked at $604K in Q3 2025.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.