Pathstone Holdings
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Pathstone Holdings’s Aflac AFL Stock Holding History

Pathstone Holdings’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 		$12.8M Sell
108,633
-4,058
-4% -$467K 0.04% 325
2026
Q1 		$12.4M Sell
112,691
-561
-0.5% -$62.2K 0.05% 277
2025
Q4 		$12.5M Buy
113,252
+268
+0.2% +$29.5K 0.05% 268
2025
Q3 		$12.6M Sell
112,984
-1,674
-1% -$176K 0.05% 270
2025
Q2 		$12.1M Sell
114,658
-3,121
-3% -$328K 0.05% 272
2025
Q1 		$13.1M Sell
117,779
-9,633
-8% -$1.02M 0.06% 252
2024
Q4 		$13.2M Sell
127,412
-1,415
-1% -$154K 0.06% 232
2024
Q3 		$14.4M Sell
128,827
-1,344
-1% -$137K 0.06% 223
2024
Q2 		$11.6M Buy
130,171
+210
+0.2% +$18.1K 0.05% 271
2024
Q1 		$11.2M Buy
129,961
+17,961
+16% +$1.47M 0.05% 272
2023
Q4 		$9.24M Buy
+112,000
New +$9.03M 0.05% 271

Other funds holding AFL

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pathstone Holdings's AFL Position: Q2 2026 in Review

Pathstone Holdings reduced its Aflac (AFL) stake by 3.6% in Q2 2026, selling an estimated $467K and leaving 108,633 shares worth $12.8M. The position accounts for 0.04% of the portfolio, ranked #325.

Pathstone Holdings first reported a position in AFL in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.4M in Q3 2024. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Pathstone Holdings held 108,633 shares of Aflac worth $12.8M as of Q2 2026.
  • Pathstone Holdings sold 4,058 Aflac shares in Q2 2026, an estimated $467K.
  • Aflac made up 0.04% of Pathstone Holdings's portfolio in Q2 2026, its #325 holding.
  • Pathstone Holdings first reported a position in Aflac in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Aflac position peaked at $14.4M in Q3 2024.
  • 1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.