Loring Wolcott & Coolidge Fiduciary Advisors’s Aflac AFL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$637K	Hold	5,430	–	–	0.01%	216
2026 Q1	$601K	Buy	5,430 +55	+1%	+$6.1K	0.01%	215
2025 Q4	$583K	Hold	5,375	–	–	0.01%	224
2025 Q3	$578K	Hold	5,375	–	–	0.01%	228
2025 Q2	$567K	Hold	5,375	–	–	0.01%	203
2025 Q1	$583K	Hold	5,375	–	–	0.01%	199
2024 Q4	$581K	Hold	5,375	–	–	0.01%	205
2024 Q3	$602K	Hold	5,375	–	–	0.01%	202
2024 Q2	$503K	Hold	5,375	–	–	﹤0.01%	204
2024 Q1	$449K	Hold	5,375	–	–	﹤0.01%	208
2023 Q4	$453K	Hold	5,375	–	–	﹤0.01%	206
2023 Q3	$439K	Sell	5,375 -1,600	-23%	-$119K	﹤0.01%	205
2023 Q2	$487K	Sell	6,975 -27	-0.4%	-$1.81K	0.01%	210
2023 Q1	$452K	Hold	7,002	–	–	0.01%	207
2022 Q4	$504K	Hold	7,002	–	–	0.01%	197
2022 Q3	$394K	Hold	7,002	–	–	0.01%	218
2022 Q2	$387K	Sell	7,002 -173	-2%	-$10.2K	﹤0.01%	226
2022 Q1	$462K	Buy	7,175 +1,600	+29%	+$100K	﹤0.01%	219
2021 Q4	$326K	Buy	5,575 +400	+8%	+$22.4K	﹤0.01%	256
2021 Q3	$270K	Sell	5,175 -3,814	-42%	-$209K	﹤0.01%	269
2021 Q2	$482K	Hold	8,989	–	–	﹤0.01%	226
2021 Q1	$460K	Sell	8,989 -314	-3%	-$15.1K	0.01%	218
2020 Q4	$414K	Hold	9,303	–	–	﹤0.01%	225
2020 Q3	$338K	Hold	9,303	–	–	﹤0.01%	223
2020 Q2	$335K	Hold	9,303	–	–	﹤0.01%	206
2020 Q1	$319K	Hold	9,303	–	–	0.01%	206
2019 Q4	$492K	Sell	9,303 -8	-0.1%	-$425	0.01%	208
2019 Q3	$487K	Hold	9,311	–	–	0.01%	200
2019 Q2	$510K	Buy	9,311 +3,000	+48%	+$155K	0.01%	195
2019 Q1	$316K	Hold	6,311	–	–	﹤0.01%	219
2018 Q4	$288K	Hold	6,311	–	–	0.01%	226
2018 Q3	$297K	Sell	6,311 -145	-2%	-$6.64K	﹤0.01%	235
2018 Q2	$278K	Sell	6,456 -160	-2%	-$7.19K	﹤0.01%	245
2018 Q1	$290K	Sell	6,616 -956	-13%	-$42.3K	0.01%	239
2017 Q4	$332K	Hold	7,572	–	–	0.01%	233
2017 Q3	$308K	Buy	7,572 +804	+12%	+$32.4K	0.01%	240
2017 Q2	$270K	Hold	6,768	–	–	0.01%	244
2017 Q1	$245K	Hold	6,768	–	–	0.01%	255
2016 Q4	$236K	Buy	6,768 +320	+5%	+$11.3K	0.01%	251
2016 Q3	$232K	Sell	6,448 -2,000	-24%	-$72.8K	0.01%	250
2016 Q2	$305K	Hold	8,448	–	–	0.01%	223
2016 Q1	$267K	Hold	8,448	–	–	0.01%	222
2015 Q4	$253K	Sell	8,448 -3,000	-26%	-$93.4K	0.01%	247
2015 Q3	$356K	Hold	11,448	–	–	0.01%	225
2015 Q2	$356K	Hold	11,448	–	–	0.01%	225
2015 Q1	$366K	Hold	11,448	–	–	0.01%	235
2014 Q4	$350K	Hold	11,448	–	–	0.01%	231
2014 Q3	$333K	Hold	11,448	–	–	0.01%	219
2014 Q2	$356K	Buy	11,448 +3,000	+36%	+$93.6K	0.01%	219
2014 Q1	$266K	Buy	8,448 +2,000	+31%	+$63.6K	0.01%	240
2013 Q4	$215K	Hold	6,448	–	–	0.01%	250
2013 Q3	$200K	Hold	6,448	–	–	0.01%	247
2013 Q2	$187K	Buy	+6,448	New	+$175K	0.01%	260

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AFL Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Aflac (AFL) position steady in Q2 2026 at 5,430 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #216.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AFL in Q2 2013 and has held it in 53 quarters since. 1,041 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 5,430 shares of Aflac worth $637K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #216 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Aflac in Q2 2013 and has held it in 53 quarters since.
1,041 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.