KFS
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Kurt F. Somerville’s Aflac AFL Stock Holding History

Kurt F. Somerville’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 		$472K Buy
+4,300
New +$477K 0.12% 66
2018
Q1 		– Sell
-5,100
Closed -$224K – 104
2017
Q4 		$224K Buy
+5,100
New +$218K 0.05% 102
2017
Q3 		– Sell
-5,600
Closed -$217K – 105
2017
Q2 		$217K Hold
5,600
– – 0.04% 100
2017
Q1 		$203K Sell
5,600
-3,440
-38% -$122K 0.04% 106
2016
Q4 		$315K Hold
9,040
– – 0.07% 90
2016
Q3 		$324K Sell
9,040
-2,600
-22% -$94.6K 0.07% 91
2016
Q2 		$420K Hold
11,640
– – 0.09% 83
2016
Q1 		$368K Buy
11,640
+570
+5% +$16.9K 0.08% 87
2015
Q4 		$332K Buy
+11,070
New +$345K 0.08% 95

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B 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