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Neville Rodie & Shaw’s Aflac AFL Stock Holding History

Neville Rodie & Shaw’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 		– Sell
-1,852
Closed -$204K – 244
2025
Q4 		$204K Hold
1,852
– – 0.01% 240
2025
Q3 		$207K Buy
+1,852
New +$195K 0.02% 234
2025
Q2 		– Sell
-1,852
Closed -$206K – 249
2025
Q1 		$206K Buy
+1,852
New +$196K 0.02% 237
2024
Q4 		– Sell
-1,852
Closed -$207K – 260
2024
Q3 		$207K Buy
+1,852
New +$188K 0.02% 239

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neville Rodie & Shaw's AFL Position: Q1 2026 in Review

Neville Rodie & Shaw sold out of Aflac (AFL) in Q1 2026, closing a stake of 1,852 shares — an estimated $204K sold.

Neville Rodie & Shaw first reported a position in AFL in Q3 2024 and held it in 4 quarters. The position peaked at $207K in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Neville Rodie & Shaw reported no remaining Aflac position as of Q1 2026 after selling out during the quarter.
  • Neville Rodie & Shaw sold 1,852 Aflac shares in Q1 2026, an estimated $204K.
  • Neville Rodie & Shaw first reported a position in Aflac in Q3 2024 and held it in 4 quarters.
  • Neville Rodie & Shaw's Aflac position peaked at $207K in Q3 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Neville Rodie & Shaw's 13F filing for Q1 2026, filed 1 Apr 2026.