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 Q2	$359K	Sell	3,062 -33	-1%	-$3.8K	0.02%	371
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 +23	+0.4%	+$2.42K	0.05%	277
2025 Q1	$600K	Buy	5,396 +2,980	+123%	+$316K	0.05%	260
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coastal Bridge Advisors's AFL Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Aflac (AFL) stake by 1.1% in Q2 2026, selling an estimated $3.8K and leaving 3,062 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #371.

Coastal Bridge Advisors first reported a position in AFL in Q1 2024 and has held it in 10 quarters since. The position peaked at $604K in Q3 2025. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Coastal Bridge Advisors held 3,062 shares of Aflac worth $359K as of Q2 2026.
Coastal Bridge Advisors sold 33 Aflac shares in Q2 2026, an estimated $3.8K.
Aflac made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #371 holding.
Coastal Bridge Advisors first reported a position in Aflac in Q1 2024 and has held it in 10 quarters since.
Coastal Bridge Advisors's Aflac position peaked at $604K in Q3 2025.
1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.