Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$243K Sell
2,216
-392
-15% -$43.4K 0.03% 295
2025
Q4
$288K Sell
2,608
-1
-0% -$110 0.03% 246
2025
Q3
$291K Buy
2,609
+29
+1% +$3.05K 0.04% 235
2025
Q2
$272K Sell
2,580
-177
-6% -$18.6K 0.04% 241
2025
Q1
$307K Buy
2,757
+46
+2% +$4.88K 0.05% 211
2024
Q4
$280K Sell
2,711
-29
-1% -$3.16K 0.04% 222
2024
Q3
$306K Buy
2,740
+52
+2% +$5.29K 0.05% 195
2024
Q2
$240K Buy
2,688
+90
+3% +$7.74K 0.04% 218
2024
Q1
$223K Buy
2,598
+6
+0.2% +$492 0.04% 225
2023
Q4
$214K Buy
+2,592
New +$209K 0.04% 227
2023
Q3
Sell
-2,422
Closed -$169K 240
2023
Q2
$169K Buy
2,422
+196
+9% +$13.1K 0.04% 244
2023
Q1
$144K Buy
2,226
+327
+17% +$22.4K 0.03% 261
2022
Q4
$137K Buy
1,899
+15
+0.8% +$1K 0.03% 253
2022
Q3
$106K Sell
1,884
-200
-10% -$11.8K 0.03% 234
2022
Q2
$115K Buy
2,084
+650
+45% +$38.4K 0.03% 223
2022
Q1
$92K Hold
1,434
0.02% 274
2021
Q4
$84K Buy
1,434
+584
+69% +$32.7K 0.02% 270
2021
Q3
$31K Sell
850
-614
-42% -$33.6K 0.02% 223
2021
Q2
$79K Sell
1,464
-66
-4% -$3.6K 0.02% 281
2021
Q1
$78K Buy
1,530
+680
+80% +$32.6K 0.03% 213
2020
Q4
$38K Hold
850
0.02% 221
2020
Q3
$31K Hold
850
0.02% 223
2020
Q2
$31K Hold
850
0.03% 189
2020
Q1
$29K Buy
+850
New +$38.8K 0.03% 175

Other funds holding AFL

CVA Family Office's AFL Position: Q1 2026 in Review

CVA Family Office reduced its Aflac (AFL) stake by 15% in Q1 2026, selling an estimated $43.4K and leaving 2,216 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #295.

CVA Family Office first reported a position in AFL in Q1 2020 and has held it in 24 quarters since. The position peaked at $307K in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • CVA Family Office held 2,216 shares of Aflac worth $243K as of Q1 2026.
  • CVA Family Office sold 392 Aflac shares in Q1 2026, an estimated $43.4K.
  • Aflac made up 0.03% of CVA Family Office's portfolio in Q1 2026, its #295 holding.
  • CVA Family Office first reported a position in Aflac in Q1 2020 and has held it in 24 quarters since.
  • CVA Family Office's Aflac position peaked at $307K in Q1 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.