Matthew Hamilton Rosenberg’s Aflac AFL Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$279K	Hold	2,497	–	–	0.05%	176
2026 Q2	$293K	Buy	2,497 +274	+12%	+$31.5K	0.05%	168
2026 Q1	$244K	Hold	2,223	–	–	0.05%	178
2025 Q4	$245K	Hold	2,223	–	–	0.05%	176
2025 Q3	$248K	Hold	2,223	–	–	0.05%	174
2025 Q2	$234K	Hold	2,223	–	–	0.05%	181
2025 Q1	$247K	Hold	2,223	–	–	0.06%	157
2024 Q4	$230K	Sell	2,223 -228	-9%	-$24.9K	0.06%	161
2024 Q3	$274K	Hold	2,451	–	–	0.07%	142
2024 Q2	$218K	Hold	2,451	–	–	0.06%	166
2024 Q1	$209K	Hold	2,451	–	–	0.06%	180
2023 Q4	$202K	Hold	2,451	–	–	0.06%	176
2023 Q3	$188K	Sell	2,451 -93	-4%	-$6.9K	0.06%	172
2023 Q2	$178K	Hold	2,544	–	–	0.06%	194
2023 Q1	$164K	Sell	2,544 -24	-0.9%	-$1.64K	0.05%	215
2022 Q4	$185K	Buy	2,568 +93	+4%	+$6.23K	0.06%	187
2022 Q3	$139K	Hold	2,475	–	–	0.05%	217
2022 Q2	$139K	Buy	2,475 +219	+10%	+$12.9K	0.05%	230
2022 Q1	$145K	Hold	2,256	–	–	0.05%	248
2021 Q4	$132K	Hold	2,256	–	–	0.05%	254
2021 Q3	$118K	Hold	2,256	–	–	0.05%	254
2021 Q2	$121K	Sell	2,256 -114	-5%	-$6.22K	0.06%	231
2021 Q1	$121K	Hold	2,370	–	–	0.07%	220
2020 Q4	$105K	Hold	2,370	–	–	0.07%	224
2020 Q3	$86K	Hold	2,370	–	–	0.06%	232
2020 Q2	$85K	Buy	2,370 +1,248	+111%	+$45.1K	0.07%	224
2020 Q1	$39K	Buy	+1,122	New	+$51.3K	0.04%	295

Other funds holding AFL

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Matthew Hamilton Rosenberg's AFL Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Aflac (AFL) position steady in Q3 2026 at 2,497 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #176.

Matthew Hamilton Rosenberg first reported a position in AFL in Q1 2020 and has held it in 27 quarters since. The position peaked at $293K in Q2 2026. 737 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

Matthew Hamilton Rosenberg held 2,497 shares of Aflac worth $279K as of Q3 2026.
Matthew Hamilton Rosenberg left its Aflac share count unchanged in Q3 2026.
Aflac made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #176 holding.
Matthew Hamilton Rosenberg first reported a position in Aflac in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's Aflac position peaked at $293K in Q2 2026.
737 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.