Evercore Wealth Management’s Aflac AFL Stock Holding History

Evercore Wealth 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	$2.88M	Sell	26,256 -300	-1%	-$33.2K	0.05%	131
2025 Q4	$2.93M	Hold	26,556	–	–	0.04%	135
2025 Q3	$2.97M	Sell	26,556 -50	-0.2%	-$5.25K	0.04%	131
2025 Q2	$2.81M	Sell	26,606 -10,875	-29%	-$1.14M	0.04%	134
2025 Q1	$4.17M	Sell	37,481 -1,693	-4%	-$180K	0.07%	105
2024 Q4	$4.05M	Hold	39,174	–	–	0.06%	116
2024 Q3	$4.38M	Sell	39,174 -975	-2%	-$99.1K	0.07%	104
2024 Q2	$3.59M	Hold	40,149	–	–	0.06%	116
2024 Q1	$3.45M	Sell	40,149 -680	-2%	-$55.7K	0.05%	122
2023 Q4	$3.37M	Sell	40,829 -2,786	-6%	-$225K	0.06%	119
2023 Q3	$3.35M	Sell	43,615 -1,957	-4%	-$145K	0.06%	114
2023 Q2	$3.18M	Buy	45,572 +556	+1%	+$37.2K	0.06%	118
2023 Q1	$2.9M	Sell	45,016 -150	-0.3%	-$10.3K	0.06%	126
2022 Q4	$3.25M	Sell	45,166 -40	-0.1%	-$2.68K	0.07%	118
2022 Q3	$2.54M	Hold	45,206	–	–	0.06%	127
2022 Q2	$2.5M	Sell	45,206 -1,642	-4%	-$96.9K	0.05%	132
2022 Q1	$3.02M	Sell	46,848 -354	-0.7%	-$22.2K	0.05%	130
2021 Q4	$2.76M	Sell	47,202 -2,875	-6%	-$161K	0.04%	143
2021 Q3	$2.61M	Hold	50,077	–	–	0.05%	150
2021 Q2	$2.69M	Buy	50,077 +3,404	+7%	+$186K	0.05%	150
2021 Q1	$2.39M	Sell	46,673 -3,527	-7%	-$169K	0.05%	154
2020 Q4	$2.23M	Sell	50,200 -603	-1%	-$24.7K	0.05%	147
2020 Q3	$1.85M	Buy	50,803 +8	+0%	+$291	0.05%	151
2020 Q2	$1.83M	Sell	50,795 -4,460	-8%	-$161K	0.05%	150
2020 Q1	$1.89M	Sell	55,255 -3,387	-6%	-$155K	0.06%	133
2019 Q4	$3.1M	Buy	58,642 +1,846	+3%	+$98K	0.08%	121
2019 Q3	$2.97M	Sell	56,796 -687	-1%	-$36.3K	0.09%	125
2019 Q2	$3.15M	Sell	57,483 -4,841	-8%	-$250K	0.1%	119
2019 Q1	$3.12M	Buy	62,324 +1,175	+2%	+$56.6K	0.1%	111
2018 Q4	$2.79M	Sell	61,149 -375	-0.6%	-$16.7K	0.11%	107
2018 Q3	$2.9M	Sell	61,524 -1,712	-3%	-$78.3K	0.09%	119
2018 Q2	$2.72M	Buy	63,236 +332	+0.5%	+$14.9K	0.09%	116
2018 Q1	$2.75M	Sell	62,904 -3,900	-6%	-$173K	0.11%	109
2017 Q4	$2.93M	Sell	66,804 -616	-0.9%	-$26.3K	0.11%	108
2017 Q3	$2.74M	Hold	67,420	–	–	0.11%	111
2017 Q2	$2.62M	Sell	67,420 -2,600	-4%	-$97.7K	0.1%	118
2017 Q1	$2.54M	Sell	70,020 -11,886	-15%	-$421K	0.1%	118
2016 Q4	$2.85M	Sell	81,906 -236	-0.3%	-$8.31K	0.12%	111
2016 Q3	$2.95M	Sell	82,142 -542	-0.7%	-$19.7K	0.12%	112
2016 Q2	$2.98M	Sell	82,684 -1,752	-2%	-$59.8K	0.13%	107
2016 Q1	$2.67M	Sell	84,436 -10,216	-11%	-$303K	0.12%	110
2015 Q4	$2.83M	Sell	94,652 -2,800	-3%	-$87.2K	0.13%	111
2015 Q3	$2.83M	Buy	97,452 +724	+0.7%	+$21.9K	0.14%	110
2015 Q2	$3.01M	Sell	96,728 -1,492	-2%	-$47.2K	0.14%	115
2015 Q1	$3.14M	Sell	98,220 -17,014	-15%	-$519K	0.14%	112
2014 Q4	$3.52M	Sell	115,234 -13,140	-10%	-$388K	0.18%	102
2014 Q3	$3.74M	Buy	128,374 +2,022	+2%	+$61.5K	0.19%	107
2014 Q2	$3.93M	Sell	126,352 -16,750	-12%	-$523K	0.2%	102
2014 Q1	$4.51M	Sell	143,102 -113,448	-44%	-$3.61M	0.25%	91
2013 Q4	$8.57M	Buy	256,550 +1,678	+0.7%	+$55K	0.47%	67
2013 Q3	$7.9M	Sell	254,872 -9,594	-4%	-$289K	0.45%	70
2013 Q2	$7.69M	Buy	+264,466	New	+$7.17M	0.44%	70

Other funds holding AFL

JPH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evercore Wealth Management's AFL Position: Q1 2026 in Review

Evercore Wealth Management reduced its Aflac (AFL) stake by 1.1% in Q1 2026, selling an estimated $33.2K and leaving 26,256 shares worth $2.88M. The position accounts for 0.05% of the portfolio, ranked #131.

Evercore Wealth Management first reported a position in AFL in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.57M in Q4 2013. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Evercore Wealth Management held 26,256 shares of Aflac worth $2.88M as of Q1 2026.
Evercore Wealth Management sold 300 Aflac shares in Q1 2026, an estimated $33.2K.
Aflac made up 0.05% of Evercore Wealth Management's portfolio in Q1 2026, its #131 holding.
Evercore Wealth Management first reported a position in Aflac in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's Aflac position peaked at $8.57M in Q4 2013.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.