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Fidelis Capital Partners’s Aflac AFL Stock Holding History

Fidelis Capital Partners’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 		$776K Sell
7,077
-37
-0.5% -$4.1K 0.06% 248
2025
Q4 		$784K Sell
7,114
-735
-9% -$81K 0.06% 242
2025
Q3 		$877K Sell
7,849
-7
-0.1% -$735 0.07% 219
2025
Q2 		$804K Sell
7,856
-1,376
-15% -$145K 0.07% 199
2025
Q1 		$996K Sell
9,232
-5,909
-39% -$627K 0.11% 157
2024
Q4 		$1.62M Buy
15,141
+876
+6% +$95.5K 0.16% 113
2024
Q3 		$1.6M Buy
14,265
+777
+6% +$79K 0.19% 92
2024
Q2 		$1.34M Buy
13,488
+3,839
+40% +$330K 0.19% 91
2024
Q1 		$828K Buy
9,649
+5,015
+108% +$411K 0.13% 152
2023
Q4 		$382K Buy
4,634
+530
+13% +$42.7K 0.08% 204
2023
Q3 		$315K Buy
4,104
+464
+13% +$34.4K 0.11% 188
2023
Q2 		$254K Buy
3,640
+570
+19% +$38.1K 0.09% 227
2023
Q1 		$208K Buy
+3,070
New +$210K 0.09% 234

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

Fidelis Capital Partners's AFL Position: Q1 2026 in Review

Fidelis Capital Partners reduced its Aflac (AFL) stake by 0.52% in Q1 2026, selling an estimated $4.1K and leaving 7,077 shares worth $776K. The position accounts for 0.06% of the portfolio, ranked #248.

Fidelis Capital Partners first reported a position in AFL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.62M in Q4 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Fidelis Capital Partners held 7,077 shares of Aflac worth $776K as of Q1 2026.
  • Fidelis Capital Partners sold 37 Aflac shares in Q1 2026, an estimated $4.1K.
  • Aflac made up 0.06% of Fidelis Capital Partners's portfolio in Q1 2026, its #248 holding.
  • Fidelis Capital Partners first reported a position in Aflac in Q1 2023 and has held it in 13 quarters since.
  • Fidelis Capital Partners's Aflac position peaked at $1.62M in Q4 2024.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.