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Donaldson Capital Management’s Aflac AFL Stock Holding History

Donaldson Capital Management’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 		$5.79M Sell
52,735
-4,241
-7% -$470K 0.19% 69
2025
Q4 		$6.28M Sell
56,976
-2,147
-4% -$237K 0.2% 70
2025
Q3 		$6.6M Sell
59,123
-5,701
-9% -$599K 0.21% 68
2025
Q2 		$6.84M Sell
64,824
-5,158
-7% -$542K 0.25% 52
2025
Q1 		$7.78M Sell
69,982
-39,888
-36% -$4.23M 0.29% 49
2024
Q4 		$11.4M Sell
109,870
-326,193
-75% -$35.6M 0.43% 42
2024
Q3 		$48.8M Sell
436,063
-203,997
-32% -$20.7M 1.87% 24
2024
Q2 		$57.2M Sell
640,060
-5,086
-0.8% -$437K 2.4% 16
2024
Q1 		$55.4M Buy
645,146
+754
+0.1% +$61.8K 2.31% 16
2023
Q4 		$53.2M Sell
644,392
-6,688
-1% -$539K 2.38% 16
2023
Q3 		$50M Buy
651,080
+9,000
+1% +$668K 2.35% 14
2023
Q2 		$44.8M Buy
642,080
+10,606
+2% +$710K 2.04% 22
2023
Q1 		$40.7M Buy
631,474
+4,863
+0.8% +$333K 1.92% 25
2022
Q4 		$45.1M Buy
626,611
+14,551
+2% +$974K 2.2% 19
2022
Q3 		$34.4M Sell
612,060
-316,874
-34% -$18.6M 1.89% 25
2022
Q2 		$51.4M Buy
928,934
+39,450
+4% +$2.33M 2.65% 12
2022
Q1 		$57.3M Buy
889,484
+15,909
+2% +$996K 2.61% 10
2021
Q4 		$51M Buy
873,575
+66,112
+8% +$3.7M 2.24% 16
2021
Q3 		$42.1M Buy
807,463
+274,691
+52% +$15M 2.12% 21
2021
Q2 		$28.6M Buy
+532,772
New +$29.1M 1.46% 25

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

Donaldson Capital Management's AFL Position: Q1 2026 in Review

Donaldson Capital Management reduced its Aflac (AFL) stake by 7.4% in Q1 2026, selling an estimated $470K and leaving 52,735 shares worth $5.79M. The position accounts for 0.19% of the portfolio, ranked #69.

Donaldson Capital Management first reported a position in AFL in Q2 2021 and has held it in 20 quarters since. The position peaked at $57.3M in Q1 2022. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Donaldson Capital Management held 52,735 shares of Aflac worth $5.79M as of Q1 2026.
  • Donaldson Capital Management sold 4,241 Aflac shares in Q1 2026, an estimated $470K.
  • Aflac made up 0.19% of Donaldson Capital Management's portfolio in Q1 2026, its #69 holding.
  • Donaldson Capital Management first reported a position in Aflac in Q2 2021 and has held it in 20 quarters since.
  • Donaldson Capital Management's Aflac position peaked at $57.3M in Q1 2022.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.