Heritage Trust’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 | $2.32M | Sell |
19,805
-29
| -0.1% | -$3.34K | 0.2% | 119 |
|
|
2026
Q1 | $2.18M | Sell |
19,834
-262
| -1% | -$29K | 0.22% | 109 |
|
|
2025
Q4 | $2.22M | Sell |
20,096
-336
| -2% | -$37K | 0.23% | 102 |
|
|
2025
Q3 | $2.28M | Sell |
20,432
-572
| -3% | -$60.1K | 0.24% | 98 |
|
|
2025
Q2 | $2.22M | Sell |
21,004
-642
| -3% | -$67.5K | 0.26% | 96 |
|
|
2025
Q1 | $2.41M | Buy |
21,646
+171
| +0.8% | +$18.1K | 0.29% | 91 |
|
|
2024
Q4 | $2.22M | Buy |
+21,475
| New | +$2.34M | 0.26% | 96 |
|
|
2024
Q2 | $1.83M | Buy |
20,447
+975
| +5% | +$83.8K | 0.24% | 102 |
|
|
2024
Q1 | $1.67M | Sell |
19,472
-28
| -0.1% | -$2.3K | 0.22% | 111 |
|
|
2023
Q4 | $1.61M | Hold |
19,500
| – | – | 0.23% | 108 |
|
|
2023
Q3 | $1.5M | Sell |
19,500
-17
| -0.1% | -$1.26K | 0.23% | 102 |
|
|
2023
Q2 | $1.36M | Buy |
19,517
+525
| +3% | +$35.1K | 0.2% | 112 |
|
|
2023
Q1 | $1.23M | Buy |
18,992
+148
| +0.8% | +$10.1K | 0.19% | 115 |
|
|
2022
Q4 | $1.36M | Buy |
18,844
+812
| +5% | +$54.4K | 0.22% | 110 |
|
|
2022
Q3 | $1.01M | Sell |
18,032
-25
| -0.1% | -$1.47K | 0.18% | 123 |
|
|
2022
Q2 | $999K | Sell |
18,057
-677
| -4% | -$40K | 0.16% | 127 |
|
|
2022
Q1 | $1.21M | Sell |
18,734
-277
| -1% | -$17.3K | 0.17% | 126 |
|
|
2021
Q4 | $1.11M | Sell |
19,011
-198
| -1% | -$11.1K | 0.14% | 131 |
|
|
2021
Q3 | $1M | Sell |
19,209
-269
| -1% | -$14.7K | 0.14% | 130 |
|
|
2021
Q2 | $1.04M | Sell |
19,478
-553
| -3% | -$30.2K | 0.15% | 128 |
|
|
2021
Q1 | $1.03M | Sell |
20,031
-344
| -2% | -$16.5K | 0.16% | 125 |
|
|
2020
Q4 | $906K | Sell |
20,375
-232
| -1% | -$9.5K | 0.15% | 128 |
|
|
2020
Q3 | $749K | Sell |
20,607
-272
| -1% | -$9.9K | 0.14% | 123 |
|
|
2020
Q2 | $752K | Sell |
20,879
-10
| -0% | -$361 | 0.15% | 126 |
|
|
2020
Q1 | $715K | Sell |
20,889
-177
| -0.8% | -$8.09K | 0.18% | 108 |
|
|
2019
Q4 | $1.11M | Sell |
21,066
-756
| -3% | -$40.1K | 0.22% | 97 |
|
|
2019
Q3 | $1.14M | Sell |
21,822
-320
| -1% | -$16.9K | 0.25% | 91 |
|
|
2019
Q2 | $1.21M | Sell |
22,142
-380
| -2% | -$19.6K | 0.27% | 84 |
|
|
2019
Q1 | $1.13M | Buy |
+22,522
| New | +$1.09M | 0.26% | 89 |
|
Other funds holding AFL
Heritage Trust's AFL Position: Q2 2026 in Review
Heritage Trust reduced its Aflac (AFL) stake by 0.15% in Q2 2026, selling an estimated $3.34K and leaving 19,805 shares worth $2.32M. The position accounts for 0.2% of the portfolio, ranked #119.
Heritage Trust first reported a position in AFL in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.41M in Q1 2025. 1,708 funds tracked by Wall St. Rank hold AFL as of Q2 2026.
- Heritage Trust held 19,805 shares of Aflac worth $2.32M as of Q2 2026.
- Heritage Trust sold 29 Aflac shares in Q2 2026, an estimated $3.34K.
- Aflac made up 0.2% of Heritage Trust's portfolio in Q2 2026, its #119 holding.
- Heritage Trust first reported a position in Aflac in Q1 2019 and has held it in 29 quarters since.
- Heritage Trust's Aflac position peaked at $2.41M in Q1 2025.
- 1,708 funds tracked by Wall St. Rank held Aflac as of Q2 2026.
Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.