McElhenny Sheffield Capital Management’s Aflac AFL Stock Holding History

McElhenny Sheffield Capital Management’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	$247K	Buy	2,109 +24	+1%	+$2.76K	0.06%	87
2026 Q1	$229K	Buy	2,085 +85	+4%	+$9.42K	0.06%	88
2025 Q4	$221K	Sell	2,000 -70	-3%	-$7.71K	0.05%	94
2025 Q3	$231K	Buy	2,070 +70	+4%	+$7.35K	0.05%	99
2025 Q2	$211K	Hold	2,000	–	–	0.06%	100
2025 Q1	$222K	Hold	2,000	–	–	0.08%	95
2024 Q4	$207K	Hold	2,000	–	–	0.07%	99
2024 Q3	$224K	Buy	+2,000	New	+$203K	0.07%	96
2023 Q1	–	Sell	-2,069	Closed	-$149K	–	102
2022 Q4	$149K	Buy	+2,069	New	+$139K	0.07%	104

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

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

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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

McElhenny Sheffield Capital Management's AFL Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its Aflac (AFL) stake by 1.2% in Q2 2026, buying an estimated $2.76K and bringing the position to 2,109 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #87.

McElhenny Sheffield Capital Management first reported a position in AFL in Q4 2022 and has held it in 9 quarters since. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

McElhenny Sheffield Capital Management held 2,109 shares of Aflac worth $247K as of Q2 2026.
McElhenny Sheffield Capital Management bought 24 Aflac shares in Q2 2026, an estimated $2.76K.
Aflac made up 0.06% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #87 holding.
McElhenny Sheffield Capital Management first reported a position in Aflac in Q4 2022 and has held it in 9 quarters since.
523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.