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Meritage Portfolio Management’s Aflac AFL Stock Holding History

Meritage Portfolio 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
2025
Q4 		$6.49M Sell
58,897
-1,733
-3% -$191K 0.43% 61
2025
Q3 		$6.77M Sell
60,630
-5,787
-9% -$608K 0.45% 58
2025
Q2 		$7M Sell
66,417
-902
-1% -$94.8K 0.44% 59
2025
Q1 		$7.49M Sell
67,319
-502
-0.7% -$53.2K 0.5% 56
2024
Q4 		$7.02M Sell
67,821
-1,010
-1% -$110K 0.44% 61
2024
Q3 		$7.7M Sell
68,831
-1,464
-2% -$149K 0.47% 58
2024
Q2 		$6.28M Sell
70,295
-795
-1% -$68.3K 0.4% 72
2024
Q1 		$6.1M Sell
71,090
-4,443
-6% -$364K 0.39% 78
2023
Q4 		$6.23M Buy
75,533
+2,637
+4% +$212K 0.41% 70
2023
Q3 		$5.59M Sell
72,896
-1,628
-2% -$121K 0.41% 82
2023
Q2 		$5.2M Sell
74,524
-4,519
-6% -$302K 0.37% 93
2023
Q1 		$5.1M Buy
79,043
+58
+0.1% +$3.97K 0.38% 91
2022
Q4 		$5.68M Sell
78,985
-1,002
-1% -$67.1K 0.44% 74
2022
Q3 		$4.5M Sell
79,987
-2,100
-3% -$124K 0.37% 80
2022
Q2 		$4.54M Buy
82,087
+988
+1% +$58.3K 0.35% 96
2022
Q1 		$5.22M Buy
+81,099
New +$5.08M 0.32% 96
2021
Q2 		– Sell
-45,894
Closed -$2.35M – 300
2021
Q1 		$2.35M Sell
45,894
-4,047
-8% -$194K 0.16% 160
2020
Q4 		$2.22M Sell
49,941
-1,243
-2% -$50.9K 0.16% 160
2020
Q3 		$1.86M Sell
51,184
-4,885
-9% -$178K 0.17% 156
2020
Q2 		$2.02M Buy
+56,069
New +$2.03M 0.19% 143
2020
Q1 		– Sell
-57,063
Closed -$3.02M – 187
2019
Q4 		$3.02M Sell
57,063
-1,238
-2% -$65.7K 0.27% 128
2019
Q3 		$3.05M Buy
58,301
+46,404
+390% +$2.45M 0.29% 107
2019
Q2 		$652K Buy
+11,897
New +$613K 0.07% 166

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Meritage Portfolio Management's AFL Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Aflac (AFL) stake by 2.9% in Q4 2025, selling an estimated $191K and leaving 58,897 shares worth $6.49M. The position accounts for 0.43% of the portfolio, ranked #61.

Meritage Portfolio Management first reported a position in AFL in Q2 2019 and has held it in 23 quarters since. The position peaked at $7.7M in Q3 2024. 1,681 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

  • Meritage Portfolio Management held 58,897 shares of Aflac worth $6.49M as of Q4 2025.
  • Meritage Portfolio Management sold 1,733 Aflac shares in Q4 2025, an estimated $191K.
  • Aflac made up 0.43% of Meritage Portfolio Management's portfolio in Q4 2025, its #61 holding.
  • Meritage Portfolio Management first reported a position in Aflac in Q2 2019 and has held it in 23 quarters since.
  • Meritage Portfolio Management's Aflac position peaked at $7.7M in Q3 2024.
  • 1,681 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.