Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$520K Sell
4,437
-68
-2% -$7.83K 0.02% 467
2026
Q1
$494K Sell
4,505
-57
-1% -$6.32K 0.02% 460
2025
Q4
$503K Sell
4,562
-654
-13% -$72K 0.02% 419
2025
Q3
$583K Buy
5,216
+961
+23% +$101K 0.02% 394
2025
Q2
$449K Sell
4,255
-161
-4% -$16.9K 0.02% 398
2025
Q1
$491K Buy
4,416
+463
+12% +$49.1K 0.02% 362
2024
Q4
$409K Buy
3,953
+64
+2% +$6.98K 0.02% 378
2024
Q3
$435K Buy
3,889
+18
+0.5% +$1.83K 0.02% 388
2024
Q2
$346K Sell
3,871
-76
-2% -$6.53K 0.02% 427
2024
Q1
$339K Buy
3,947
+1,112
+39% +$91.2K 0.02% 427
2023
Q4
$234K Sell
2,835
-1,255
-31% -$101K 0.01% 460
2023
Q3
$314K Sell
4,090
-53
-1% -$3.93K 0.02% 390
2023
Q2
$289K Buy
+4,143
New +$277K 0.02% 435
2023
Q1
Sell
-3,604
Closed -$259K 477
2022
Q4
$259K Buy
+3,604
New +$241K 0.02% 457
2022
Q3
Sell
-1,477
Closed -$82K 467
2022
Q2
$82K Buy
+1,477
New +$87.2K 0.01% 577
2021
Q4
Sell
-1,416
Closed -$74K 347
2021
Q3
$74K Buy
1,416
+174
+14% +$9.51K 0.01% 502
2021
Q2
$67K Buy
1,242
+190
+18% +$10.4K 0.01% 507
2021
Q1
$54K Buy
1,052
+194
+23% +$9.31K ﹤0.01% 473
2020
Q4
$38K Sell
858
-348
-29% -$14.2K ﹤0.01% 490
2020
Q3
$44K Buy
1,206
+765
+173% +$27.9K ﹤0.01% 401
2020
Q2
$16K Sell
441
-1,363
-76% -$49.2K ﹤0.01% 482
2020
Q1
$62K Buy
1,804
+168
+10% +$7.68K 0.01% 300
2019
Q4
$87K Hold
1,636
0.02% 243
2019
Q3
$86K Buy
1,636
+16
+1% +$845 0.01% 260
2019
Q2
$89K Buy
1,620
+31
+2% +$1.6K 0.01% 284
2019
Q1
$79K Buy
1,589
+143
+10% +$6.89K 0.01% 294
2018
Q4
$66K Buy
1,446
+32
+2% +$1.42K 0.01% 241
2018
Q3
$67K Hold
1,414
0.02% 169
2018
Q2
$61K Buy
+1,414
New +$63.5K 0.02% 147

Other funds holding AFL

CX Institutional's AFL Position: Q2 2026 in Review

CX Institutional reduced its Aflac (AFL) stake by 1.5% in Q2 2026, selling an estimated $7.83K and leaving 4,437 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #467.

CX Institutional first reported a position in AFL in Q2 2018 and has held it in 29 quarters since. The position peaked at $583K in Q3 2025. 374 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • CX Institutional held 4,437 shares of Aflac worth $520K as of Q2 2026.
  • CX Institutional sold 68 Aflac shares in Q2 2026, an estimated $7.83K.
  • Aflac made up 0.02% of CX Institutional's portfolio in Q2 2026, its #467 holding.
  • CX Institutional first reported a position in Aflac in Q2 2018 and has held it in 29 quarters since.
  • CX Institutional's Aflac position peaked at $583K in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.