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Cresset Asset Management’s Aflac AFL Stock Holding History

Cresset Asset 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 		$7.96M Sell
72,558
-3,559
-5% -$394K 0.03% 302
2025
Q4 		$8.39M Sell
76,117
-242
-0.3% -$26.7K 0.04% 283
2025
Q3 		$8.53M Buy
76,359
+1,384
+2% +$145K 0.04% 266
2025
Q2 		$7.91M Sell
74,975
-3,052
-4% -$321K 0.04% 257
2025
Q1 		$8.68M Sell
78,027
-44,299
-36% -$4.7M 0.04% 246
2024
Q4 		$12.7M Sell
122,326
-51,984
-30% -$5.67M 0.06% 198
2024
Q3 		$19.5M Sell
174,310
-1,282
-0.7% -$130K 0.08% 173
2024
Q2 		$15.7M Buy
175,592
+13,538
+8% +$1.16M 0.07% 193
2024
Q1 		$13.9M Buy
162,054
+5,994
+4% +$491K 0.07% 195
2023
Q4 		$12.9M Buy
156,060
+7,199
+5% +$580K 0.08% 175
2023
Q3 		$11.4M Buy
148,861
+2,184
+1% +$162K 0.04% 188
2023
Q2 		$10.2M Buy
146,677
+135,337
+1,193% +$9.06M 0.01% 265
2023
Q1 		$732K Buy
11,340
+1,124
+11% +$76.9K 0.01% 400
2022
Q4 		$325K Sell
10,216
-3,972
-28% -$266K ﹤0.01% 515
2022
Q3 		$797K Sell
14,188
-14,949
-51% -$880K 0.01% 399
2022
Q2 		$1.43M Buy
29,137
+1,963
+7% +$116K 0.02% 288
2022
Q1 		$1.75M Sell
27,174
-27,145
-50% -$1.7M 0.02% 271
2021
Q4 		$3.17M Buy
54,319
+23,838
+78% +$1.34M 0.03% 214
2021
Q3 		$1.59M Buy
30,481
+3,769
+14% +$206K 0.02% 274
2021
Q2 		$1.43M Buy
26,712
+8,103
+44% +$442K 0.02% 269
2021
Q1 		$952K Buy
18,609
+11,184
+151% +$537K 0.02% 318
2020
Q4 		$330K Buy
7,425
+1,317
+22% +$53.9K 0.01% 528
2020
Q3 		$222K Buy
6,108
+537
+10% +$19.6K ﹤0.01% 604
2020
Q2 		$201K Sell
5,571
-1,708
-23% -$61.7K ﹤0.01% 600
2020
Q1 		$249K Buy
7,279
+1,165
+19% +$53.2K 0.01% 449
2019
Q4 		$323K Sell
6,114
-633
-9% -$33.6K 0.01% 403
2019
Q3 		$353K Sell
6,747
-509
-7% -$26.9K 0.01% 338
2019
Q2 		$398K Buy
7,256
+538
+8% +$27.7K 0.01% 282
2019
Q1 		$336K Buy
6,718
+3,773
+128% +$182K 0.01% 240
2018
Q4 		$134K Buy
+2,945
New +$131K 0.01% 270

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cresset Asset Management's AFL Position: Q1 2026 in Review

Cresset Asset Management reduced its Aflac (AFL) stake by 4.7% in Q1 2026, selling an estimated $394K and leaving 72,558 shares worth $7.96M. The position accounts for 0.03% of the portfolio, ranked #302.

Cresset Asset Management first reported a position in AFL in Q4 2018 and has held it in 30 quarters since. The position peaked at $19.5M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Cresset Asset Management held 72,558 shares of Aflac worth $7.96M as of Q1 2026.
  • Cresset Asset Management sold 3,559 Aflac shares in Q1 2026, an estimated $394K.
  • Aflac made up 0.03% of Cresset Asset Management's portfolio in Q1 2026, its #302 holding.
  • Cresset Asset Management first reported a position in Aflac in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Aflac position peaked at $19.5M in Q3 2024.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.