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 Q2	$228K	Hold	1,944	–	–	0.01%	222
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMCG Investments's AFL Position: Q2 2026 in Review

LMCG Investments held its Aflac (AFL) position steady in Q2 2026 at 1,944 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #222.

LMCG Investments first reported a position in AFL in Q2 2013 and has held it in 13 quarters since. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

LMCG Investments held 1,944 shares of Aflac worth $228K as of Q2 2026.
LMCG Investments left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.01% of LMCG Investments's portfolio in Q2 2026, its #222 holding.
LMCG Investments first reported a position in Aflac in Q2 2013 and has held it in 13 quarters since.
1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.