Fiduciary Group’s Aflac AFL Stock Holding History

Fiduciary Group’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	$2.02M	Sell	18,436 -9	-0%	-$997	0.17%	109
2025 Q4	$2.03M	Hold	18,445	–	–	0.17%	108
2025 Q3	$2.06M	Hold	18,445	–	–	0.18%	110
2025 Q2	$1.95M	Sell	18,445 -5,600	-23%	-$588K	0.18%	108
2025 Q1	$2.67M	Hold	24,045	–	–	0.27%	89
2024 Q4	$2.49M	Hold	24,045	–	–	0.25%	90
2024 Q3	$2.69M	Buy	24,045 +31	+0.1%	+$3.15K	0.27%	87
2024 Q2	$2.14M	Sell	24,014 -565	-2%	-$48.6K	0.23%	89
2024 Q1	$2.11M	Sell	24,579 -30	-0.1%	-$2.46K	0.23%	90
2023 Q4	$2.03M	Hold	24,609	–	–	0.24%	89
2023 Q3	$1.89M	Hold	24,609	–	–	0.24%	82
2023 Q2	$1.72M	Sell	24,609 -75	-0.3%	-$5.02K	0.21%	90
2023 Q1	$1.59M	Sell	24,684 -239	-1%	-$16.4K	0.21%	92
2022 Q4	$1.79M	Sell	24,923 -2,045	-8%	-$137K	0.24%	88
2022 Q3	$1.89M	Sell	26,968 -115	-0.4%	-$6.77K	0.24%	86
2022 Q2	$1.7M	Buy	27,083 +181	+0.7%	+$10.7K	0.21%	90
2022 Q1	$1.53M	Sell	26,902 -30	-0.1%	-$1.88K	0.2%	89
2021 Q4	$1.57M	Sell	26,932 -700	-3%	-$39.2K	0.18%	97
2021 Q3	$1.58M	Sell	27,632 -372	-1%	-$20.3K	0.18%	91
2021 Q2	$1.54M	Sell	28,004 -100	-0.4%	-$5.45K	0.18%	90
2021 Q1	$1.51M	Sell	28,104 -500	-2%	-$24K	0.18%	93
2020 Q4	$1.34M	Sell	28,604 -2,560	-8%	-$105K	0.18%	90
2020 Q3	$1.13M	Hold	31,164	–	–	0.17%	91
2020 Q2	$1.12M	Buy	31,164 +260	+0.8%	+$9.39K	0.19%	87
2020 Q1	$1.06M	Sell	30,904 -200	-0.6%	-$9.14K	0.21%	79
2019 Q4	$1.65M	Hold	31,104	–	–	0.26%	71
2019 Q3	$1.63M	Sell	31,104 -554	-2%	-$29.3K	0.28%	69
2019 Q2	$1.74M	Hold	31,658	–	–	0.31%	67
2019 Q1	$1.58M	Buy	31,658 +1,832	+6%	+$88.3K	0.29%	72
2018 Q4	$1.36M	Sell	29,826 -4,500	-13%	-$200K	0.28%	75
2018 Q3	$1.62M	Sell	34,326 -1,926	-5%	-$88.1K	0.32%	71
2018 Q2	$1.56M	Sell	36,252 -3,094	-8%	-$139K	0.33%	69
2018 Q1	$1.72M	Sell	39,346 -376	-0.9%	-$16.6K	0.37%	66
2017 Q4	$1.74M	Sell	39,722 -128	-0.3%	-$5.46K	0.37%	67
2017 Q3	$1.62M	Sell	39,850 -858	-2%	-$34.5K	0.37%	69
2017 Q2	$1.58M	Sell	40,708 -218	-0.5%	-$8.19K	0.36%	76
2017 Q1	$1.48M	Sell	40,926 -14,000	-25%	-$496K	0.35%	75
2016 Q4	$1.91M	Buy	54,926 +400	+0.7%	+$14.1K	0.49%	65
2016 Q3	$1.96M	Hold	54,526	–	–	0.53%	63
2016 Q2	$1.97M	Sell	54,526 -1,642	-3%	-$56.1K	0.55%	58
2016 Q1	$1.77M	Buy	56,168 +200	+0.4%	+$5.94K	0.51%	59
2015 Q4	$1.68M	Hold	55,968	–	–	0.5%	61
2015 Q3	$1.63M	Hold	55,968	–	–	0.54%	60
2015 Q2	$1.74M	Buy	+55,968	New	+$1.77M	0.55%	64

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

Fiduciary Group's AFL Position: Q1 2026 in Review

Fiduciary Group reduced its Aflac (AFL) stake by 0.05% in Q1 2026, selling an estimated $997 and leaving 18,436 shares worth $2.02M. The position accounts for 0.17% of the portfolio, ranked #109.

Fiduciary Group first reported a position in AFL in Q2 2015 and has held it in 44 quarters since. The position peaked at $2.69M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Fiduciary Group held 18,436 shares of Aflac worth $2.02M as of Q1 2026.
Fiduciary Group sold 9 Aflac shares in Q1 2026, an estimated $997.
Aflac made up 0.17% of Fiduciary Group's portfolio in Q1 2026, its #109 holding.
Fiduciary Group first reported a position in Aflac in Q2 2015 and has held it in 44 quarters since.
Fiduciary Group's Aflac position peaked at $2.69M in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.