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Legacy CG’s Aflac AFL Stock Holding History

Legacy CG’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 		$253K Hold
2,304
– – 0.07% 44
2025
Q4 		$254K Hold
2,304
– – 0.07% 46
2025
Q3 		$257K Hold
2,304
– – 0.07% 45
2025
Q2 		$243K Hold
2,304
– – 0.07% 50
2025
Q1 		$256K Hold
2,304
– – 0.08% 45
2024
Q4 		$238K Hold
2,304
– – 0.07% 54
2024
Q3 		$258K Hold
2,304
– – 0.08% 52
2024
Q2 		$206K Buy
+2,304
New +$198K 0.07% 53
2022
Q3 		– Sell
-2,304
Closed -$127K – 51
2022
Q2 		$127K Buy
+2,304
New +$136K 0.09% 49

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

Legacy CG's AFL Position: Q1 2026 in Review

Legacy CG held its Aflac (AFL) position steady in Q1 2026 at 2,304 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #44.

Legacy CG first reported a position in AFL in Q2 2022 and has held it in 9 quarters since. The position peaked at $258K in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Legacy CG held 2,304 shares of Aflac worth $253K as of Q1 2026.
  • Legacy CG left its Aflac share count unchanged in Q1 2026.
  • Aflac made up 0.07% of Legacy CG's portfolio in Q1 2026, its #44 holding.
  • Legacy CG first reported a position in Aflac in Q2 2022 and has held it in 9 quarters since.
  • Legacy CG's Aflac position peaked at $258K in Q3 2024.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Legacy CG's 13F filing for Q1 2026, filed 5 May 2026.