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Crestwood Advisors Group’s Aflac AFL Stock Holding History

Crestwood Advisors Group’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 		$511K Buy
4,659
+416
+10% +$46.1K 0.01% 417
2025
Q4 		$468K Buy
4,243
+938
+28% +$103K 0.01% 410
2025
Q3 		$369K Buy
3,305
+536
+19% +$56.3K 0.01% 420
2025
Q2 		$292K Buy
2,769
+264
+11% +$27.7K 0.01% 448
2025
Q1 		$279K Sell
2,505
-180
-7% -$19.1K 0.01% 441
2024
Q4 		$278K Buy
2,685
+46
+2% +$5.02K 0.01% 395
2024
Q3 		$295K Sell
2,639
-17
-0.6% -$1.73K 0.01% 368
2024
Q2 		$237K Buy
+2,656
New +$228K ﹤0.01% 386

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

Crestwood Advisors Group's AFL Position: Q1 2026 in Review

Crestwood Advisors Group increased its Aflac (AFL) stake by 9.8% in Q1 2026, buying an estimated $46.1K and bringing the position to 4,659 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #417.

Crestwood Advisors Group first reported a position in AFL in Q2 2024 and has held it in 8 quarters since. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Crestwood Advisors Group held 4,659 shares of Aflac worth $511K as of Q1 2026.
  • Crestwood Advisors Group bought 416 Aflac shares in Q1 2026, an estimated $46.1K.
  • Aflac made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #417 holding.
  • Crestwood Advisors Group first reported a position in Aflac in Q2 2024 and has held it in 8 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.