Northcape Wealth Management’s Aflac AFL Stock Holding History

Northcape Wealth 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	$363K	Sell	3,096 -300	-9%	-$34.5K	0.1%	110
2026 Q1	$373K	Hold	3,396	–	–	0.1%	109
2025 Q4	$374K	Hold	3,396	–	–	0.11%	109
2025 Q3	$379K	Buy	3,396 +6	+0.2%	+$630	0.11%	105
2025 Q2	$358K	Sell	3,390 -358	-10%	-$37.6K	0.11%	109
2025 Q1	$417K	Sell	3,748 -110	-3%	-$11.7K	0.13%	105
2024 Q4	$399K	Sell	3,858 -146	-4%	-$15.9K	0.13%	108
2024 Q3	$448K	Sell	4,004 -577	-13%	-$58.6K	0.15%	100
2024 Q2	$409K	Sell	4,581 -217	-5%	-$18.7K	0.15%	97
2024 Q1	$412K	Sell	4,798 -500	-9%	-$41K	0.15%	96
2023 Q4	$437K	Sell	5,298 -661	-11%	-$53.3K	0.16%	99
2023 Q3	$457K	Sell	5,959 -1,351	-18%	-$100K	0.18%	98
2023 Q2	$510K	Buy	7,310 +22	+0.3%	+$1.47K	0.18%	97
2023 Q1	$470K	Buy	7,288 +4,384	+151%	+$300K	0.17%	97
2022 Q4	$209K	Sell	2,904 -2,037	-41%	-$136K	0.12%	73
2022 Q3	$278K	Buy	4,941 +969	+24%	+$57K	0.1%	119
2022 Q2	$220K	Sell	3,972 -724	-15%	-$42.7K	0.08%	114
2022 Q1	$302K	Buy	4,696 +702	+18%	+$44K	0.09%	123
2021 Q4	$233K	Buy	+3,994	New	+$224K	0.08%	118

Other funds holding AFL

JPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northcape Wealth Management's AFL Position: Q2 2026 in Review

Northcape Wealth Management reduced its Aflac (AFL) stake by 8.8% in Q2 2026, selling an estimated $34.5K and leaving 3,096 shares worth $363K. The position accounts for 0.1% of the portfolio, ranked #110.

Northcape Wealth Management first reported a position in AFL in Q4 2021 and has held it in 19 quarters since. The position peaked at $510K in Q2 2023. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Northcape Wealth Management held 3,096 shares of Aflac worth $363K as of Q2 2026.
Northcape Wealth Management sold 300 Aflac shares in Q2 2026, an estimated $34.5K.
Aflac made up 0.1% of Northcape Wealth Management's portfolio in Q2 2026, its #110 holding.
Northcape Wealth Management first reported a position in Aflac in Q4 2021 and has held it in 19 quarters since.
Northcape Wealth Management's Aflac position peaked at $510K in Q2 2023.
1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.