Goelzer Investment Management’s Aflac AFL Stock Holding History

Goelzer Investment 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	$382K	Hold	3,255	–	–	0.02%	255
2026 Q1	$357K	Sell	3,255 -189	-5%	-$20.9K	0.02%	248
2025 Q4	$380K	Hold	3,444	–	–	0.02%	228
2025 Q3	$385K	Sell	3,444 -59	-2%	-$6.2K	0.02%	207
2025 Q2	$369K	Hold	3,503	–	–	0.02%	209
2025 Q1	$389K	Hold	3,503	–	–	0.02%	196
2024 Q4	$362K	Hold	3,503	–	–	0.02%	204
2024 Q3	$392K	Sell	3,503 -30	-0.8%	-$3.05K	0.02%	191
2024 Q2	$316K	Sell	3,533 -130	-4%	-$11.2K	0.02%	208
2024 Q1	$315K	Hold	3,663	–	–	0.02%	219
2023 Q4	$302K	Buy	+3,663	New	+$295K	0.02%	210
2023 Q1	–	Sell	-3,424	Closed	-$246K	–	223
2022 Q4	$246K	Buy	+3,424	New	+$229K	0.02%	223
2014 Q1	–	Sell	-62,676	Closed	-$2.09M	–	188
2013 Q4	$2.09M	Sell	62,676 -4,880	-7%	-$160K	0.38%	113
2013 Q3	$2.09M	Sell	67,556 -71,096	-51%	-$2.14M	0.43%	105
2013 Q2	$4.03M	Buy	+138,652	New	+$3.76M	0.43%	104

Other funds holding AFL

JPH

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Goelzer Investment Management's AFL Position: Q2 2026 in Review

Goelzer Investment Management held its Aflac (AFL) position steady in Q2 2026 at 3,255 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #255.

Goelzer Investment Management first reported a position in AFL in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.03M in Q2 2013. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Goelzer Investment Management held 3,255 shares of Aflac worth $382K as of Q2 2026.
Goelzer Investment Management left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.02% of Goelzer Investment Management's portfolio in Q2 2026, its #255 holding.
Goelzer Investment Management first reported a position in Aflac in Q2 2013 and has held it in 15 quarters since.
Goelzer Investment Management's Aflac position peaked at $4.03M in Q2 2013.
523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.