Patten & Patten’s Aflac AFL Stock Holding History

Patten & Patten’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	$414K	Sell	3,770 -14	-0.4%	-$1.55K	0.03%	262
2025 Q4	$417K	Buy	3,784 +383	+11%	+$42.2K	0.02%	257
2025 Q3	$380K	Sell	3,401 -69	-2%	-$7.25K	0.02%	272
2025 Q2	$366K	Hold	3,470	–	–	0.02%	250
2025 Q1	$386K	Sell	3,470 -1,071	-24%	-$114K	0.03%	244
2024 Q4	$470K	Buy	4,541 +183	+4%	+$20K	0.03%	225
2024 Q3	$487K	Sell	4,358 -68	-2%	-$6.91K	0.03%	220
2024 Q2	$395K	Sell	4,426 -560	-11%	-$48.1K	0.03%	232
2024 Q1	$428K	Sell	4,986 -29	-0.6%	-$2.38K	0.03%	227
2023 Q4	$414K	Hold	5,015	–	–	0.03%	211
2023 Q3	$385K	Sell	5,015 -65	-1%	-$4.83K	0.03%	209
2023 Q2	$355K	Sell	5,080 -450	-8%	-$30.1K	0.03%	218
2023 Q1	$357K	Hold	5,530	–	–	0.03%	213
2022 Q4	$398K	Sell	5,530 -326	-6%	-$21.8K	0.04%	205
2022 Q3	$329K	Hold	5,856	–	–	0.03%	219
2022 Q2	$324K	Hold	5,856	–	–	0.03%	222
2022 Q1	$377K	Sell	5,856 -107	-2%	-$6.7K	0.03%	225
2021 Q4	$348K	Sell	5,963 -399	-6%	-$22.4K	0.02%	234
2021 Q3	$332K	Buy	6,362 +1,006	+19%	+$55K	0.03%	234
2021 Q2	$287K	Hold	5,356	–	–	0.02%	243
2021 Q1	$274K	Hold	5,356	–	–	0.02%	239
2020 Q4	$238K	Buy	+5,356	New	+$219K	0.02%	232
2020 Q3	–	Sell	-5,589	Closed	-$201K	–	241
2020 Q2	$201K	Sell	5,589 -314	-5%	-$11.3K	0.02%	229
2020 Q1	$202K	Sell	5,903 -80	-1%	-$3.66K	0.03%	218
2019 Q4	$317K	Buy	5,983 +221	+4%	+$11.7K	0.03%	210
2019 Q3	$301K	Hold	5,762	–	–	0.03%	202
2019 Q2	$316K	Hold	5,762	–	–	0.03%	202
2019 Q1	$288K	Hold	5,762	–	–	0.03%	200
2018 Q4	$263K	Sell	5,762 -340	-6%	-$15.1K	0.03%	204
2018 Q3	$287K	Buy	6,102 +326	+6%	+$14.9K	0.03%	209
2018 Q2	$248K	Sell	5,776 -150	-3%	-$6.74K	0.03%	216
2018 Q1	$259K	Sell	5,926 -1,500	-20%	-$66.4K	0.03%	212
2017 Q4	$326K	Hold	7,426	–	–	0.03%	202
2017 Q3	$302K	Buy	7,426 +226	+3%	+$9.1K	0.03%	207
2017 Q2	$280K	Buy	7,200 +690	+11%	+$25.9K	0.03%	212
2017 Q1	$236K	Sell	6,510 -500	-7%	-$17.7K	0.03%	221
2016 Q4	$244K	Hold	7,010	–	–	0.03%	201
2016 Q3	$252K	Buy	+7,010	New	+$255K	0.03%	194
2014 Q2	–	Sell	-8,670	Closed	-$273K	–	206
2014 Q1	$273K	Hold	8,670	–	–	0.04%	228
2013 Q4	$290K	Sell	8,670 -50	-0.6%	-$1.64K	0.04%	213
2013 Q3	$270K	Hold	8,720	–	–	0.04%	209
2013 Q2	$253K	Buy	+8,720	New	+$237K	0.04%	201

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

Patten & Patten's AFL Position: Q1 2026 in Review

Patten & Patten reduced its Aflac (AFL) stake by 0.37% in Q1 2026, selling an estimated $1.55K and leaving 3,770 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #262.

Patten & Patten first reported a position in AFL in Q2 2013 and has held it in 42 quarters since. The position peaked at $487K in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Patten & Patten held 3,770 shares of Aflac worth $414K as of Q1 2026.
Patten & Patten sold 14 Aflac shares in Q1 2026, an estimated $1.55K.
Aflac made up 0.03% of Patten & Patten's portfolio in Q1 2026, its #262 holding.
Patten & Patten first reported a position in Aflac in Q2 2013 and has held it in 42 quarters since.
Patten & Patten's Aflac position peaked at $487K in Q3 2024.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.