HT
AFL icon

Heritage Trust’s Aflac AFL Stock Holding History

Heritage Trust’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 		$2.18M 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% -$2.29K 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

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

Heritage Trust's AFL Position: Q1 2026 in Review

Heritage Trust reduced its Aflac (AFL) stake by 1.3% in Q1 2026, selling an estimated $29K and leaving 19,834 shares worth $2.18M. The position accounts for 0.22% of the portfolio, ranked #109.

Heritage Trust first reported a position in AFL in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.41M in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Heritage Trust held 19,834 shares of Aflac worth $2.18M as of Q1 2026.
  • Heritage Trust sold 262 Aflac shares in Q1 2026, an estimated $29K.
  • Aflac made up 0.22% of Heritage Trust's portfolio in Q1 2026, its #109 holding.
  • Heritage Trust first reported a position in Aflac in Q1 2019 and has held it in 28 quarters since.
  • Heritage Trust's Aflac position peaked at $2.41M in Q1 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.