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Legacy Private Trust’s Aflac AFL Stock Holding History

Legacy Private Trust’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 		$1.02M Hold
8,689
– – 0.06% 163
2026
Q1 		$953K Sell
8,689
-1,071
-11% -$119K 0.06% 167
2025
Q4 		$1.08M Sell
9,760
-791
-7% -$87.1K 0.06% 153
2025
Q3 		$1.18M Sell
10,551
-4
-0% -$420 0.07% 144
2025
Q2 		$1.11M Sell
10,555
-1,638
-13% -$172K 0.07% 146
2025
Q1 		$1.36M Hold
12,193
– – 0.09% 140
2024
Q4 		$1.26M Hold
12,193
– – 0.08% 140
2024
Q3 		$1.36M Sell
12,193
-1,493
-11% -$152K 0.09% 137
2024
Q2 		$1.22M Sell
13,686
-500
-4% -$43K 0.09% 136
2024
Q1 		$1.22M Hold
14,186
– – 0.09% 139
2023
Q4 		$1.17M Sell
14,186
-125
-0.9% -$10.1K 0.09% 133
2023
Q3 		$1.1M Buy
14,311
+501
+4% +$37.2K 0.09% 134
2023
Q2 		$964K Hold
13,810
– – 0.08% 138
2023
Q1 		$891K Sell
13,810
-950
-6% -$65K 0.08% 142
2022
Q4 		$1.06M Sell
14,760
-210
-1% -$14.1K 0.1% 138
2022
Q3 		$841K Sell
14,970
-83
-0.6% -$4.88K 0.08% 140
2022
Q2 		$833K Sell
15,053
-238
-2% -$14K 0.07% 141
2022
Q1 		$985K Sell
15,291
-1,935
-11% -$121K 0.08% 145
2021
Q4 		$1.01M Hold
17,226
– – 0.08% 149
2021
Q3 		$898K Sell
17,226
-360
-2% -$19.7K 0.07% 151
2021
Q2 		$944K Sell
17,586
-1,700
-9% -$92.7K 0.08% 149
2021
Q1 		$987K Sell
19,286
-1,550
-7% -$74.4K 0.09% 140
2020
Q4 		$927K Sell
20,836
-193
-0.9% -$7.9K 0.09% 138
2020
Q3 		$764K Sell
21,029
-850
-4% -$31K 0.08% 145
2020
Q2 		$788K Sell
21,879
-8,985
-29% -$325K 0.09% 132
2020
Q1 		$1.06M Sell
30,864
-20,963
-40% -$958K 0.14% 114
2019
Q4 		$2.74M Sell
51,827
-2,976
-5% -$158K 0.29% 85
2019
Q3 		$2.87M Sell
54,803
-2,235
-4% -$118K 0.32% 80
2019
Q2 		$3.13M Buy
57,038
+1,223
+2% +$63.1K 0.36% 77
2019
Q1 		$2.79M Sell
55,815
-972
-2% -$46.8K 0.33% 81
2018
Q4 		$2.59M Buy
56,787
+425
+0.8% +$18.9K 0.33% 76
2018
Q3 		$2.65M Buy
56,362
+711
+1% +$32.5K 0.3% 81
2018
Q2 		$2.39M Buy
55,651
+3,457
+7% +$155K 0.29% 86
2018
Q1 		$2.28M Sell
52,194
-900
-2% -$39.8K 0.27% 85
2017
Q4 		$2.33M Buy
53,094
+1,822
+4% +$77.8K 0.27% 83
2017
Q3 		$2.09M Sell
51,272
-1,764
-3% -$71K 0.25% 84
2017
Q2 		$2.06M Sell
53,036
-20,994
-28% -$789K 0.26% 86
2017
Q1 		$2.68M Sell
74,030
-6,498
-8% -$230K 0.34% 75
2016
Q4 		$2.8M Buy
80,528
+27,684
+52% +$975K 0.38% 76
2016
Q3 		$1.9M Buy
52,844
+2,660
+5% +$96.8K 0.26% 103
2016
Q2 		$1.81M Buy
50,184
+13,430
+37% +$459K 0.26% 99
2016
Q1 		$1.16M Buy
36,754
+1,680
+5% +$49.9K 0.18% 120
2015
Q4 		$1.05M Sell
35,074
-3,150
-8% -$98.1K 0.16% 129
2015
Q3 		$1.11M Hold
38,224
– – 0.18% 127
2015
Q2 		$1.19M Buy
38,224
+980
+3% +$31K 0.18% 130
2015
Q1 		$1.19M Sell
37,244
-5,150
-12% -$157K 0.17% 124
2014
Q4 		$1.29M Sell
42,394
-1,620
-4% -$47.8K 0.19% 126
2014
Q3 		$1.28M Sell
44,014
-3,500
-7% -$107K 0.2% 127
2014
Q2 		$1.48M Buy
47,514
+1,484
+3% +$46.3K 0.23% 112
2014
Q1 		$1.45M Buy
46,030
+2,600
+6% +$82.6K 0.25% 94
2013
Q4 		$1.45M Hold
43,430
– – 0.27% 91
2013
Q3 		$1.35M Sell
43,430
-100
-0.2% -$3.01K 0.28% 79
2013
Q2 		$1.26M Buy
+43,530
New +$1.18M 0.3% 80

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Legacy Private Trust's AFL Position: Q2 2026 in Review

Legacy Private Trust held its Aflac (AFL) position steady in Q2 2026 at 8,689 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #163.

Legacy Private Trust first reported a position in AFL in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.13M in Q2 2019. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Legacy Private Trust held 8,689 shares of Aflac worth $1.02M as of Q2 2026.
  • Legacy Private Trust left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.06% of Legacy Private Trust's portfolio in Q2 2026, its #163 holding.
  • Legacy Private Trust first reported a position in Aflac in Q2 2013 and has held it in 53 quarters since.
  • Legacy Private Trust's Aflac position peaked at $3.13M in Q2 2019.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.