Evergreen Capital Management’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 | $2.96M | Sell |
25,280
-1,025
| -4% | -$118K | 0.05% | 274 |
|
|
2026
Q1 | $2.89M | Buy |
26,305
+3,872
| +17% | +$429K | 0.06% | 260 |
|
|
2025
Q4 | $2.47M | Buy |
22,433
+1,332
| +6% | +$147K | 0.06% | 278 |
|
|
2025
Q3 | $2.36M | Buy |
21,101
+591
| +3% | +$62.1K | 0.06% | 260 |
|
|
2025
Q2 | $2.16M | Sell |
20,510
-1,330
| -6% | -$140K | 0.07% | 252 |
|
|
2025
Q1 | $2.43M | Buy |
21,840
+424
| +2% | +$45K | 0.08% | 228 |
|
|
2024
Q4 | $2.22M | Buy |
21,416
+38
| +0.2% | +$4.14K | 0.07% | 243 |
|
|
2024
Q3 | $2.39M | Sell |
21,378
-365
| -2% | -$37.1K | 0.08% | 231 |
|
|
2024
Q2 | $1.94M | Buy |
21,743
+116
| +0.5% | +$9.97K | 0.07% | 239 |
|
|
2024
Q1 | $1.86M | Buy |
21,627
+275
| +1% | +$22.5K | 0.07% | 236 |
|
|
2023
Q4 | $1.76M | Sell |
21,352
-26
| -0.1% | -$2.1K | 0.07% | 235 |
|
|
2023
Q3 | $1.64M | Sell |
21,378
-448
| -2% | -$33.3K | 0.07% | 239 |
|
|
2023
Q2 | $1.52M | Buy |
21,826
+878
| +4% | +$58.8K | 0.06% | 239 |
|
|
2023
Q1 | $1.35M | Buy |
20,948
+2,974
| +17% | +$204K | 0.06% | 253 |
|
|
2022
Q4 | $1.29M | Buy |
17,974
+45
| +0.3% | +$3.01K | 0.06% | 254 |
|
|
2022
Q3 | $1.01M | Buy |
17,929
+440
| +3% | +$25.9K | 0.05% | 262 |
|
|
2022
Q2 | $968K | Buy |
17,489
+459
| +3% | +$27.1K | 0.05% | 253 |
|
|
2022
Q1 | $1.1M | Sell |
17,030
-14
| -0.1% | -$877 | 0.04% | 273 |
|
|
2021
Q4 | $995K | Buy |
17,044
+64
| +0.4% | +$3.59K | 0.04% | 285 |
|
|
2021
Q3 | $885K | Buy |
16,980
+12,090
| +247% | +$661K | 0.04% | 294 |
|
|
2021
Q2 | $262K | Buy |
4,890
+127
| +3% | +$6.92K | 0.01% | 447 |
|
|
2021
Q1 | $244K | Buy |
4,763
+227
| +5% | +$10.9K | 0.01% | 434 |
|
|
2020
Q4 | $202K | Buy |
+4,536
| New | +$186K | 0.01% | 416 |
|
|
2020
Q1 | – | Sell |
-9,815
| Closed | -$519K | – | 380 |
|
|
2019
Q4 | $519K | Hold |
9,815
| – | – | 0.04% | 247 |
|
|
2019
Q3 | $514K | Buy |
9,815
+127
| +1% | +$6.71K | 0.05% | 224 |
|
|
2019
Q2 | $531K | Buy |
9,688
+585
| +6% | +$30.2K | 0.05% | 225 |
|
|
2019
Q1 | $455K | Buy |
9,103
+50
| +0.6% | +$2.41K | 0.05% | 224 |
|
|
2018
Q4 | $412K | Sell |
9,053
-4,923
| -35% | -$219K | 0.04% | 228 |
|
|
2018
Q3 | $658K | Buy |
13,976
+104
| +0.7% | +$4.76K | 0.06% | 198 |
|
|
2018
Q2 | $597K | Buy |
13,872
+4,102
| +42% | +$184K | 0.06% | 200 |
|
|
2018
Q1 | $428K | Buy |
+9,770
| New | +$432K | 0.04% | 212 |
|
Other funds holding AFL
JPH
Evergreen Capital Management's AFL Position: Q2 2026 in Review
Evergreen Capital Management reduced its Aflac (AFL) stake by 3.9% in Q2 2026, selling an estimated $118K and leaving 25,280 shares worth $2.96M. The position accounts for 0.05% of the portfolio, ranked #274.
Evergreen Capital Management first reported a position in AFL in Q1 2018 and has held it in 31 quarters since. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.
- Evergreen Capital Management held 25,280 shares of Aflac worth $2.96M as of Q2 2026.
- Evergreen Capital Management sold 1,025 Aflac shares in Q2 2026, an estimated $118K.
- Aflac made up 0.05% of Evergreen Capital Management's portfolio in Q2 2026, its #274 holding.
- Evergreen Capital Management first reported a position in Aflac in Q1 2018 and has held it in 31 quarters since.
- 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.