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Kagan Cocozza Asset Management’s Aflac AFL Stock Holding History

Kagan Cocozza Asset 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
Q1 		$906K Sell
8,261
-406
-5% -$45K 0.64% 25
2025
Q4 		$956K Sell
8,667
-67
-0.8% -$7.38K 0.68% 24
2025
Q3 		$976K Sell
8,734
-178
-2% -$18.7K 0.74% 23
2025
Q2 		$940K Sell
8,912
-292
-3% -$30.7K 0.72% 24
2025
Q1 		$1.02M Sell
9,204
-173
-2% -$18.4K 0.84% 22
2024
Q4 		$970K Buy
+9,377
New +$1.02M 0.81% 22

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

Kagan Cocozza Asset Management's AFL Position: Q1 2026 in Review

Kagan Cocozza Asset Management reduced its Aflac (AFL) stake by 4.7% in Q1 2026, selling an estimated $45K and leaving 8,261 shares worth $906K. The position accounts for 0.64% of the portfolio, ranked #25.

Kagan Cocozza Asset Management first reported a position in AFL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Kagan Cocozza Asset Management held 8,261 shares of Aflac worth $906K as of Q1 2026.
  • Kagan Cocozza Asset Management sold 406 Aflac shares in Q1 2026, an estimated $45K.
  • Aflac made up 0.64% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #25 holding.
  • Kagan Cocozza Asset Management first reported a position in Aflac in Q4 2024 and has held it in 6 quarters since.
  • Kagan Cocozza Asset Management's Aflac position peaked at $1.02M in Q1 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.