Diversified Trust’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $668K | Buy |
5,695
+136
| +2% | +$15.7K | 0.01% | 661 |
|
|
2026
Q1 | $610K | Sell |
5,559
-1,154
| -17% | -$128K | 0.01% | 626 |
|
|
2025
Q4 | $740K | Buy |
6,713
+772
| +13% | +$85K | 0.01% | 538 |
|
|
2025
Q3 | $664K | Buy |
5,941
+336
| +6% | +$35.3K | 0.01% | 534 |
|
|
2025
Q2 | $591K | Buy |
5,605
+3,806
| +212% | +$400K | 0.01% | 548 |
|
|
2025
Q1 | $200K | Buy |
+1,799
| New | +$191K | ﹤0.01% | 852 |
|
|
2023
Q2 | – | Sell |
-10,856
| Closed | -$700K | – | 830 |
|
|
2023
Q1 | $700K | Buy |
+10,856
| New | +$743K | 0.03% | 360 |
|
|
2021
Q2 | – | Sell |
-9,870
| Closed | -$505K | – | 788 |
|
|
2021
Q1 | $505K | Sell |
9,870
-3,353
| -25% | -$161K | 0.02% | 366 |
|
|
2020
Q4 | $588K | Buy |
13,223
+2,843
| +27% | +$116K | 0.02% | 299 |
|
|
2020
Q3 | $377K | Buy |
10,380
+3,524
| +51% | +$128K | 0.02% | 378 |
|
|
2020
Q2 | $247K | Sell |
6,856
-3,242
| -32% | -$117K | 0.01% | 443 |
|
|
2020
Q1 | $346K | Buy |
10,098
+2,498
| +33% | +$114K | 0.02% | 272 |
|
|
2019
Q4 | $402K | Buy |
7,600
+899
| +13% | +$47.7K | 0.02% | 282 |
|
|
2019
Q3 | $351K | Hold |
6,701
| – | – | 0.02% | 246 |
|
|
2019
Q2 | $367K | Sell |
6,701
-24
| -0.4% | -$1.24K | 0.02% | 246 |
|
|
2019
Q1 | $336K | Sell |
6,725
-8
| -0.1% | -$386 | 0.02% | 245 |
|
|
2018
Q4 | $307K | Buy |
6,733
+17
| +0.3% | +$756 | 0.02% | 244 |
|
|
2018
Q3 | $316K | Sell |
6,716
-32
| -0.5% | -$1.46K | 0.02% | 240 |
|
|
2018
Q2 | $290K | Sell |
6,748
-268
| -4% | -$12K | 0.02% | 240 |
|
|
2018
Q1 | $307K | Buy |
7,016
+300
| +4% | +$13.3K | 0.02% | 226 |
|
|
2017
Q4 | $295K | Sell |
6,716
-74
| -1% | -$3.16K | 0.02% | 229 |
|
|
2017
Q3 | $276K | Sell |
6,790
-4,554
| -40% | -$183K | 0.02% | 229 |
|
|
2017
Q2 | $441K | Buy |
11,344
+3,602
| +47% | +$135K | 0.04% | 178 |
|
|
2017
Q1 | $280K | Sell |
7,742
-284
| -4% | -$10.1K | 0.02% | 209 |
|
|
2016
Q4 | $279K | Buy |
8,026
+638
| +9% | +$22.5K | 0.02% | 189 |
|
|
2016
Q3 | $265K | Buy |
7,388
+900
| +14% | +$32.8K | 0.03% | 220 |
|
|
2016
Q2 | $234K | Hold |
6,488
| – | – | 0.03% | 336 |
|
|
2016
Q1 | $205K | Buy |
+6,488
| New | +$193K | 0.02% | 363 |
|
|
2015
Q3 | – | Sell |
-6,464
| Closed | -$201K | – | 422 |
|
|
2015
Q2 | $201K | Hold |
6,464
| – | – | 0.02% | 454 |
|
|
2015
Q1 | $207K | Sell |
6,464
-4,000
| -38% | -$122K | 0.02% | 474 |
|
|
2014
Q4 | $320K | Buy |
+10,464
| New | +$309K | 0.03% | 402 |
|
|
2014
Q2 | $201K | Buy |
+6,464
| New | +$202K | 0.02% | 520 |
|
|
2013
Q4 | $216K | Sell |
6,464
-76
| -1% | -$2.49K | 0.02% | 436 |
|
|
2013
Q3 | $203K | Buy |
+6,540
| New | +$197K | 0.02% | 445 |
|
Other funds holding AFL
JPH
VF
GIP
MIHAS
GIA
RMA
Diversified Trust's AFL Position: Q2 2026 in Review
Diversified Trust increased its Aflac (AFL) stake by 2.4% in Q2 2026, buying an estimated $15.7K and bringing the position to 5,695 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #661.
Diversified Trust first reported a position in AFL in Q3 2013 and has held it in 34 quarters since. The position peaked at $740K in Q4 2025. 543 funds tracked by Wall St. Rank hold AFL as of Q2 2026.
- Diversified Trust held 5,695 shares of Aflac worth $668K as of Q2 2026.
- Diversified Trust bought 136 Aflac shares in Q2 2026, an estimated $15.7K.
- Aflac made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #661 holding.
- Diversified Trust first reported a position in Aflac in Q3 2013 and has held it in 34 quarters since.
- Diversified Trust's Aflac position peaked at $740K in Q4 2025.
- 543 funds tracked by Wall St. Rank held Aflac as of Q2 2026.
Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.