ECM
AFL icon

Evergreen Capital Management’s Aflac AFL Stock Holding History

Evergreen 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
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
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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. 523 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.
  • 523 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.