Mitchell McLeod Pugh & Williams’s Aflac AFL Stock Holding History

Mitchell McLeod Pugh & Williams’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 Q1	$1.49M	Sell	13,544 -124	-0.9%	-$13.7K	0.22%	94
2025 Q4	$1.6M	Sell	13,668 -165	-1%	-$18.2K	0.23%	87
2025 Q3	$1.48M	Sell	13,833 -405	-3%	-$42.5K	0.24%	83
2025 Q2	$1.5M	Sell	14,238 -804	-5%	-$84.5K	0.28%	76
2025 Q1	$1.67M	Sell	15,042 -74	-0.5%	-$7.85K	0.35%	63
2024 Q4	$1.56M	Sell	15,116 -3,000	-17%	-$327K	0.33%	64
2024 Q3	$2.03M	Sell	18,116 -45	-0.2%	-$4.57K	0.42%	48
2024 Q2	$1.62M	Sell	18,161 -190	-1%	-$16.3K	0.37%	62
2024 Q1	$1.58M	Buy	18,351 +944	+5%	+$77.4K	0.38%	65
2023 Q4	$1.44M	Sell	17,407 -15	-0.1%	-$1.21K	0.38%	65
2023 Q3	$1.34M	Sell	17,422 -250	-1%	-$18.6K	0.39%	63
2023 Q2	$1.23M	Sell	17,672 -47	-0.3%	-$3.15K	0.36%	71
2023 Q1	$1.14M	Sell	17,719 -188	-1%	-$12.9K	0.36%	73
2022 Q4	$1.29M	Sell	17,907 -1,268	-7%	-$84.9K	0.44%	63
2022 Q3	$1.08M	Buy	19,175 +520	+3%	+$30.6K	0.41%	64
2022 Q2	$1.03M	Sell	18,655 -152	-0.8%	-$8.97K	0.4%	73
2022 Q1	$1.21M	Sell	18,807 -227	-1%	-$14.2K	0.41%	66
2021 Q4	$1.11M	Hold	19,034	–	–	0.37%	75
2021 Q3	$992K	Hold	19,034	–	–	0.37%	77
2021 Q2	$1.02M	Hold	19,034	–	–	0.39%	78
2021 Q1	$974K	Buy	19,034 +507	+3%	+$24.3K	0.41%	75
2020 Q4	$824K	Hold	18,527	–	–	0.38%	85
2020 Q3	$673K	Hold	18,527	–	–	0.34%	97
2020 Q2	$668K	Buy	18,527 +160	+0.9%	+$5.78K	0.38%	84
2020 Q1	$629K	Buy	18,367 +1,140	+7%	+$52.1K	0.49%	70
2019 Q4	$911K	Hold	17,227	–	–	0.57%	57
2019 Q3	$901K	Hold	17,227	–	–	0.61%	57
2019 Q2	$944K	Buy	17,227 +1,970	+13%	+$102K	0.65%	50
2019 Q1	$763K	Hold	15,257	–	–	0.53%	66
2018 Q4	$695K	Sell	15,257 -1,209	-7%	-$53.7K	0.56%	62
2018 Q3	$775K	Hold	16,466	–	–	0.52%	60
2018 Q2	$708K	Hold	16,466	–	–	0.5%	69
2018 Q1	$721K	Hold	16,466	–	–	0.52%	68
2017 Q4	$723K	Sell	16,466 -116	-0.7%	-$4.95K	0.5%	73
2017 Q3	$675K	Hold	16,582	–	–	0.5%	78
2017 Q2	$644K	Hold	16,582	–	–	0.49%	77
2017 Q1	$600K	Sell	16,582 -280	-2%	-$9.92K	0.47%	73
2016 Q4	$587K	Buy	16,862 +510	+3%	+$18K	0.48%	75
2016 Q3	$588K	Hold	16,352	–	–	0.52%	73
2016 Q2	$590K	Hold	16,352	–	–	0.53%	68
2016 Q1	$516K	Buy	16,352 +220	+1%	+$6.54K	0.5%	73
2015 Q4	$483K	Hold	16,132	–	–	0.48%	77
2015 Q3	$469K	Sell	16,132 -1,048	-6%	-$31.7K	0.48%	76
2015 Q2	$534K	Hold	17,180	–	–	0.49%	76
2015 Q1	$550K	Buy	17,180 +938	+6%	+$28.6K	0.5%	76
2014 Q4	$496K	Buy	+16,242	New	+$480K	0.46%	80

Other funds holding AFL

JPH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's AFL Position: Q1 2026 in Review

Mitchell McLeod Pugh & Williams reduced its Aflac (AFL) stake by 0.91% in Q1 2026, selling an estimated $13.7K and leaving 13,544 shares worth $1.49M. The position accounts for 0.22% of the portfolio, ranked #94.

Mitchell McLeod Pugh & Williams first reported a position in AFL in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.03M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Mitchell McLeod Pugh & Williams held 13,544 shares of Aflac worth $1.49M as of Q1 2026.
Mitchell McLeod Pugh & Williams sold 124 Aflac shares in Q1 2026, an estimated $13.7K.
Aflac made up 0.22% of Mitchell McLeod Pugh & Williams's portfolio in Q1 2026, its #94 holding.
Mitchell McLeod Pugh & Williams first reported a position in Aflac in Q4 2014 and has held it in 46 quarters since.
Mitchell McLeod Pugh & Williams's Aflac position peaked at $2.03M in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q1 2026, filed 24 Apr 2026.