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Jacobi Capital Management’s Aflac AFL Stock Holding History

Jacobi Capital 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 		$5.7M Buy
48,642
+431
+0.9% +$49.6K 0.28% 67
2026
Q1 		$5.29M Sell
48,211
-4,368
-8% -$484K 0.3% 61
2025
Q4 		$5.8M Sell
52,579
-950
-2% -$105K 0.34% 51
2025
Q3 		$5.98M Sell
53,529
-273
-0.5% -$28.7K 0.36% 49
2025
Q2 		$5.67M Sell
53,802
-1,136
-2% -$119K 0.38% 47
2025
Q1 		$6.11M Sell
54,938
-1,628
-3% -$173K 0.45% 41
2024
Q4 		$5.85M Sell
56,566
-594
-1% -$64.8K 0.44% 42
2024
Q3 		$6.39M Buy
57,160
+30
+0.1% +$3.05K 0.48% 35
2024
Q2 		$5.1M Sell
57,130
-668
-1% -$57.4K 0.44% 38
2024
Q1 		$4.96M Sell
57,798
-3,622
-6% -$297K 0.46% 36
2023
Q4 		$5.07M Sell
61,420
-1,987
-3% -$160K 0.52% 31
2023
Q3 		$4.87M Sell
63,407
-613
-1% -$45.5K 0.55% 30
2023
Q2 		$4.47M Sell
64,020
-280
-0.4% -$18.7K 0.5% 34
2023
Q1 		$4.15M Sell
64,300
-196
-0.3% -$13.4K 0.49% 39
2022
Q4 		$4.64M Sell
64,496
-229
-0.4% -$15.3K 0.58% 30
2022
Q3 		$3.64M Buy
64,725
+340
+0.5% +$20K 0.5% 35
2022
Q2 		$3.56M Sell
64,385
-698
-1% -$41.2K 0.47% 35
2022
Q1 		$4.19M Sell
65,083
-188
-0.3% -$11.8K 0.5% 33
2021
Q4 		$3.81M Sell
65,271
-1,581
-2% -$88.6K 0.45% 35
2021
Q3 		$3.48M Sell
66,852
-606
-0.9% -$33.1K 0.44% 36
2021
Q2 		$3.62M Sell
67,458
-488
-0.7% -$26.6K 0.48% 31
2021
Q1 		$3.48M Sell
67,946
-284
-0.4% -$13.6K 0.51% 29
2020
Q4 		$3.03M Buy
68,230
+3,344
+5% +$137K 0.48% 33
2020
Q3 		$2.36M Sell
64,886
-3,494
-5% -$127K 0.41% 40
2020
Q2 		$2.46M Sell
68,380
-1,495
-2% -$54K 0.46% 38
2020
Q1 		$2.39M Sell
69,875
-545
-0.8% -$24.9K 0.51% 30
2019
Q4 		$3.73M Sell
70,420
-1,296
-2% -$68.8K 0.68% 25
2019
Q3 		$3.75M Buy
71,716
+3
+0% +$158 0.74% 24
2019
Q2 		$3.93M Sell
71,713
-846
-1% -$43.6K 0.8% 22
2019
Q1 		$3.63M Sell
72,559
-1,099
-1% -$53K 0.93% 18
2018
Q4 		$3.36M Sell
73,658
-1,046
-1% -$46.5K 0.92% 20
2018
Q3 		$3.52M Sell
74,704
-1,352
-2% -$61.9K 0.94% 21
2018
Q2 		$3.27M Sell
76,056
-390
-0.5% -$17.5K 0.95% 21
2018
Q1 		$3.29M Buy
76,446
+310
+0.4% +$13.7K 0.98% 19
2017
Q4 		$3.42M Sell
76,136
-3,096
-4% -$132K 1.11% 18
2017
Q3 		$3.27M Buy
79,232
+204
+0.3% +$8.21K 1.11% 19
2017
Q2 		$3.07M Sell
79,028
-1,794
-2% -$67.4K 1.19% 19
2017
Q1 		$2.92M Buy
80,822
+15,670
+24% +$555K 1.49% 15
2016
Q4 		$2.28M Sell
65,152
-17,460
-21% -$615K 1.39% 16
2016
Q3 		$2.95M Sell
82,612
-498
-0.6% -$18.1K 1.4% 16
2016
Q2 		$3M Buy
+83,110
New +$2.84M 1.5% 16

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VF
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Jacobi Capital Management's AFL Position: Q2 2026 in Review

Jacobi Capital Management increased its Aflac (AFL) stake by 0.89% in Q2 2026, buying an estimated $49.6K and bringing the position to 48,642 shares worth $5.7M. The position accounts for 0.28% of the portfolio, ranked #67.

Jacobi Capital Management first reported a position in AFL in Q2 2016 and has held it in 41 quarters since. The position peaked at $6.39M in Q3 2024. 779 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Jacobi Capital Management held 48,642 shares of Aflac worth $5.7M as of Q2 2026.
  • Jacobi Capital Management bought 431 Aflac shares in Q2 2026, an estimated $49.6K.
  • Aflac made up 0.28% of Jacobi Capital Management's portfolio in Q2 2026, its #67 holding.
  • Jacobi Capital Management first reported a position in Aflac in Q2 2016 and has held it in 41 quarters since.
  • Jacobi Capital Management's Aflac position peaked at $6.39M in Q3 2024.
  • 779 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.