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LMCG Investments’s Aflac AFL Stock Holding History

LMCG Investments’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 		$213K Sell
1,944
-40
-2% -$4.43K 0.01% 217
2025
Q4 		$219K Hold
1,984
– – 0.01% 213
2025
Q3 		$222K Hold
1,984
– – 0.01% 215
2025
Q2 		$209K Sell
1,984
-5
-0.3% -$525 0.01% 223
2025
Q1 		$221K Sell
1,989
-10
-0.5% -$1.06K 0.01% 222
2024
Q4 		$207K Hold
1,999
– – 0.01% 231
2024
Q3 		$223K Buy
+1,999
New +$203K 0.01% 218
2014
Q3 		– Sell
-6,890
Closed -$214K – 469
2014
Q2 		$214K Buy
6,890
+1,658
+32% +$51.7K ﹤0.01% 457
2014
Q1 		$165K Sell
5,232
-142
-3% -$4.51K ﹤0.01% 462
2013
Q4 		$179K Buy
5,374
+138
+3% +$4.53K ﹤0.01% 466
2013
Q3 		$162K Sell
5,236
-442
-8% -$13.3K ﹤0.01% 456
2013
Q2 		$165K Buy
+5,678
New +$154K ﹤0.01% 451

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

LMCG Investments's AFL Position: Q1 2026 in Review

LMCG Investments reduced its Aflac (AFL) stake by 2% in Q1 2026, selling an estimated $4.43K and leaving 1,944 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #217.

LMCG Investments first reported a position in AFL in Q2 2013 and has held it in 12 quarters since. The position peaked at $223K in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • LMCG Investments held 1,944 shares of Aflac worth $213K as of Q1 2026.
  • LMCG Investments sold 40 Aflac shares in Q1 2026, an estimated $4.43K.
  • Aflac made up 0.01% of LMCG Investments's portfolio in Q1 2026, its #217 holding.
  • LMCG Investments first reported a position in Aflac in Q2 2013 and has held it in 12 quarters since.
  • LMCG Investments's Aflac position peaked at $223K in Q3 2024.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.