Howe & Rusling’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $863K | Sell |
7,871
-120
| -2% | -$13.3K | 0.06% | 140 |
|
|
2025
Q4 | $881K | Buy |
7,991
+2
| +0% | +$220 | 0.06% | 138 |
|
|
2025
Q3 | $892K | Buy |
7,989
+42
| +0.5% | +$4.41K | 0.06% | 137 |
|
|
2025
Q2 | $838K | Buy |
7,947
+276
| +4% | +$29K | 0.06% | 135 |
|
|
2025
Q1 | $853K | Buy |
7,671
+80
| +1% | +$8.48K | 0.07% | 125 |
|
|
2024
Q4 | $785K | Hold |
7,591
| – | – | 0.07% | 122 |
|
|
2024
Q3 | $849K | Hold |
7,591
| – | – | 0.07% | 124 |
|
|
2024
Q2 | $678K | Hold |
7,591
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $652K | Sell |
7,591
-15
| -0.2% | -$1.23K | 0.06% | 129 |
|
|
2023
Q4 | $627K | Sell |
7,606
-11
| -0.1% | -$886 | 0.07% | 124 |
|
|
2023
Q3 | $585K | Sell |
7,617
-3
| -0% | -$223 | 0.07% | 125 |
|
|
2023
Q2 | $532K | Hold |
7,620
| – | – | 0.06% | 130 |
|
|
2023
Q1 | $492K | Buy |
7,620
+3
| +0% | +$205 | 0.06% | 136 |
|
|
2022
Q4 | $548K | Hold |
7,617
| – | – | 0.07% | 123 |
|
|
2022
Q3 | $428K | Buy |
7,617
+7
| +0.1% | +$412 | 0.06% | 134 |
|
|
2022
Q2 | $421K | Buy |
7,610
+6,994
| +1,135% | +$413K | 0.05% | 134 |
|
|
2022
Q1 | $40K | Sell |
616
-5
| -0.8% | -$313 | ﹤0.01% | 336 |
|
|
2021
Q4 | $36K | Sell |
621
-1
| -0.2% | -$56 | ﹤0.01% | 356 |
|
|
2021
Q3 | $32K | Buy |
622
+1
| +0.2% | +$55 | ﹤0.01% | 354 |
|
|
2021
Q2 | $33K | Hold |
621
| – | – | ﹤0.01% | 339 |
|
|
2021
Q1 | $32K | Hold |
621
| – | – | ﹤0.01% | 340 |
|
|
2020
Q4 | $28K | Buy |
621
+582
| +1,492% | +$23.8K | ﹤0.01% | 340 |
|
|
2020
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 754 |
|
|
2020
Q2 | $1K | Buy |
+39
| New | +$1.41K | ﹤0.01% | 716 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$10K | – | 829 |
|
|
2019
Q3 | $10K | Buy |
200
+135
| +208% | +$7.13K | ﹤0.01% | 461 |
|
|
2019
Q2 | $4K | Buy |
65
+42
| +183% | +$2.17K | ﹤0.01% | 554 |
|
|
2019
Q1 | $1K | Sell |
23
-485
| -95% | -$23.4K | ﹤0.01% | 711 |
|
|
2018
Q4 | $23K | Buy |
508
+28
| +6% | +$1.25K | ﹤0.01% | 329 |
|
|
2018
Q3 | $23K | Hold |
480
| – | – | ﹤0.01% | 374 |
|
|
2018
Q2 | $21K | Hold |
480
| – | – | ﹤0.01% | 352 |
|
|
2018
Q1 | $21K | Hold |
480
| – | – | ﹤0.01% | 383 |
|
|
2017
Q4 | $21K | Hold |
480
| – | – | ﹤0.01% | 384 |
|
|
2017
Q3 | $20K | Hold |
480
| – | – | ﹤0.01% | 383 |
|
|
2017
Q2 | $19K | Sell |
480
-178
| -27% | -$6.69K | ﹤0.01% | 378 |
|
|
2017
Q1 | $24K | Hold |
658
| – | – | ﹤0.01% | 339 |
|
|
2016
Q4 | $23K | Sell |
658
-70
| -10% | -$2.46K | 0.01% | 342 |
|
|
2016
Q3 | $26K | Buy |
728
+178
| +32% | +$6.48K | 0.01% | 326 |
|
|
2016
Q2 | $20K | Sell |
550
-1,100
| -67% | -$37.6K | ﹤0.01% | 344 |
|
|
2016
Q1 | $52K | Hold |
1,650
| – | – | 0.01% | 269 |
|
|
2015
Q4 | $49K | Sell |
1,650
-5,530
| -77% | -$172K | 0.01% | 271 |
|
|
2015
Q3 | $209K | Hold |
7,180
| – | – | 0.05% | 150 |
|
|
2015
Q2 | $223K | Buy |
7,180
+400
| +6% | +$12.7K | 0.05% | 156 |
|
|
2015
Q1 | $217K | Sell |
6,780
-80
| -1% | -$2.44K | 0.05% | 151 |
|
|
2014
Q4 | $210K | Sell |
6,860
-2,600
| -27% | -$76.8K | 0.05% | 146 |
|
|
2014
Q3 | $276K | Buy |
+9,460
| New | +$288K | 0.06% | 133 |
|
|
2014
Q2 | – | Sell |
-10,670
| Closed | -$336K | – | 817 |
|
|
2014
Q1 | $336K | Sell |
10,670
-144,898
| -93% | -$4.6M | 0.08% | 120 |
|
|
2013
Q4 | $5.2M | Buy |
155,568
+57,166
| +58% | +$1.88M | 1.31% | 28 |
|
|
2013
Q3 | $3.06M | Sell |
98,402
-46,142
| -32% | -$1.39M | 1.12% | 28 |
|
|
2013
Q2 | $4.2M | Buy |
+144,544
| New | +$3.92M | 1.17% | 31 |
|
Other funds holding AFL
JPH
VCM
VPM
Howe & Rusling's AFL Position: Q1 2026 in Review
Howe & Rusling reduced its Aflac (AFL) stake by 1.5% in Q1 2026, selling an estimated $13.3K and leaving 7,871 shares worth $863K. The position accounts for 0.06% of the portfolio, ranked #140.
Howe & Rusling first reported a position in AFL in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.2M in Q4 2013. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.
- Howe & Rusling held 7,871 shares of Aflac worth $863K as of Q1 2026.
- Howe & Rusling sold 120 Aflac shares in Q1 2026, an estimated $13.3K.
- Aflac made up 0.06% of Howe & Rusling's portfolio in Q1 2026, its #140 holding.
- Howe & Rusling first reported a position in Aflac in Q2 2013 and has held it in 49 quarters since.
- Howe & Rusling's Aflac position peaked at $5.2M in Q4 2013.
- 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.