InvesTrust’s Aflac AFL Stock Holding History

InvesTrust’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 Q3	–	Sell	-2,266	Closed	-$266K	–	92
2026 Q2	$266K	Buy	+2,266	New	+$261K	0.1%	92

Other funds holding AFL

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

InvesTrust's AFL Position: Q3 2026 in Review

InvesTrust sold out of Aflac (AFL) in Q3 2026, closing a stake of 2,266 shares — an estimated $266K sold.

InvesTrust first reported a position in AFL in Q2 2026 and held it in 1 quarter. The position peaked at $266K in Q2 2026. 705 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

InvesTrust reported no remaining Aflac position as of Q3 2026 after selling out during the quarter.
InvesTrust sold 2,266 Aflac shares in Q3 2026, an estimated $266K.
InvesTrust first reported a position in Aflac in Q2 2026 and held it in 1 quarter.
InvesTrust's Aflac position peaked at $266K in Q2 2026.
705 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.