Legacy Capital Group California’s Aflac AFL Stock Holding History

Legacy Capital Group California’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	$592K	Sell	5,400 -1,231	-19%	-$136K	0.23%	152
2025 Q4	$731K	Sell	6,631 -60	-0.9%	-$6.61K	0.18%	151
2025 Q3	$747K	Sell	6,691 -3,397	-34%	-$357K	0.19%	145
2025 Q2	$1.06M	Buy	10,088 +350	+4%	+$36.8K	0.29%	86
2025 Q1	$1.08M	Buy	9,738 +284	+3%	+$30.1K	0.38%	50
2024 Q4	$978K	Buy	9,454 +288	+3%	+$31.4K	0.3%	77
2024 Q3	$1.02M	Buy	9,166 +44	+0.5%	+$4.47K	0.34%	67
2024 Q2	$815K	Buy	9,122 +74	+0.8%	+$6.36K	0.29%	96
2024 Q1	$777K	Buy	9,048 +217	+2%	+$17.8K	0.29%	115
2023 Q4	$729K	Buy	8,831 +1,584	+22%	+$128K	0.28%	114
2023 Q3	$556K	Buy	7,247 +894	+14%	+$66.4K	0.24%	126
2023 Q2	$443K	Buy	6,353 +190	+3%	+$12.7K	0.18%	168
2023 Q1	$398K	Buy	+6,163	New	+$422K	0.19%	155

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Capital Group California's AFL Position: Q1 2026 in Review

Legacy Capital Group California reduced its Aflac (AFL) stake by 19% in Q1 2026, selling an estimated $136K and leaving 5,400 shares worth $592K. The position accounts for 0.23% of the portfolio, ranked #152.

Legacy Capital Group California first reported a position in AFL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Legacy Capital Group California held 5,400 shares of Aflac worth $592K as of Q1 2026.
Legacy Capital Group California sold 1,231 Aflac shares in Q1 2026, an estimated $136K.
Aflac made up 0.23% of Legacy Capital Group California's portfolio in Q1 2026, its #152 holding.
Legacy Capital Group California first reported a position in Aflac in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Aflac position peaked at $1.08M in Q1 2025.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.