Cresset Asset Management’s Aflac AFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,300
Closed -$257K 1758
2024
Q3
$257K Buy
+2,300
New +$234K ﹤0.01% 1872

Other funds holding AFL

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.