Eagle Rock Investment Company’s Aflac AFL Stock Holding History

Eagle Rock Investment Company’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 Q2	$340K	Hold	2,900	–	–	0.04%	136
2026 Q1	$318K	Sell	2,900 -200	-6%	-$22.2K	0.05%	140
2025 Q4	$342K	Hold	3,100	–	–	0.05%	137
2025 Q3	$346K	Hold	3,100	–	–	0.05%	136
2025 Q2	$327K	Sell	3,100 -100	-3%	-$10.5K	0.05%	134
2025 Q1	$356K	Hold	3,200	–	–	0.06%	130
2024 Q4	$331K	Hold	3,200	–	–	0.06%	126
2024 Q3	$358K	Hold	3,200	–	–	0.06%	125
2024 Q2	$286K	Hold	3,200	–	–	0.05%	125
2024 Q1	$275K	Sell	3,200 -121	-4%	-$9.92K	0.05%	126
2023 Q4	$274K	Hold	3,321	–	–	0.06%	120
2023 Q3	$255K	Hold	3,321	–	–	0.06%	117
2023 Q2	$234K	Hold	3,321	–	–	0.05%	123
2023 Q1	$214K	Sell	3,321 -145	-4%	-$9.93K	0.05%	121
2022 Q4	$249K	Sell	3,466 -138	-4%	-$9.24K	0.06%	123
2022 Q3	$203K	Buy	+3,604	New	+$212K	0.05%	118
2022 Q2	–	Sell	-3,604	Closed	-$232K	–	123
2022 Q1	$232K	Hold	3,604	–	–	0.05%	106
2021 Q4	$210K	Buy	+3,604	New	+$202K	0.04%	99

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Eagle Rock Investment Company's AFL Position: Q2 2026 in Review

Eagle Rock Investment Company held its Aflac (AFL) position steady in Q2 2026 at 2,900 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #136.

Eagle Rock Investment Company first reported a position in AFL in Q4 2021 and has held it in 18 quarters since. The position peaked at $358K in Q3 2024. 691 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Eagle Rock Investment Company held 2,900 shares of Aflac worth $340K as of Q2 2026.
Eagle Rock Investment Company left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.04% of Eagle Rock Investment Company's portfolio in Q2 2026, its #136 holding.
Eagle Rock Investment Company first reported a position in Aflac in Q4 2021 and has held it in 18 quarters since.
Eagle Rock Investment Company's Aflac position peaked at $358K in Q3 2024.
691 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.