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Rothschild Investment LLC’s Aflac AFL Stock Holding History

Rothschild Investment LLC’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 		$121K Sell
1,105
-255
-19% -$28.3K 0.01% 824
2025
Q4 		$150K Buy
1,360
+29
+2% +$3.19K 0.01% 706
2025
Q3 		$149K Buy
1,331
+476
+56% +$50K 0.01% 698
2025
Q2 		$90.2K Sell
855
-27
-3% -$2.84K 0.01% 664
2025
Q1 		$98.1K Sell
882
-202
-19% -$21.4K 0.01% 635
2024
Q4 		$112K Sell
1,084
-9
-0.8% -$981 0.01% 611
2024
Q3 		$122K Buy
1,093
+168
+18% +$17.1K 0.01% 609
2024
Q2 		$82.6K Buy
925
+475
+106% +$40.8K 0.01% 663
2024
Q1 		$38.6K Hold
450
– – ﹤0.01% 786
2023
Q4 		$37.1K Buy
+450
New +$36.3K ﹤0.01% 719
2016
Q4 		– Sell
-7,286
Closed -$262K – 473
2016
Q3 		$262K Hold
7,286
– – 0.03% 375
2016
Q2 		$263K Buy
7,286
+86
+1% +$2.94K 0.03% 375
2016
Q1 		$227K Buy
7,200
+400
+6% +$11.9K 0.03% 395
2015
Q4 		$204K Buy
+6,800
New +$212K 0.03% 426

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

Rothschild Investment LLC's AFL Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Aflac (AFL) stake by 19% in Q1 2026, selling an estimated $28.3K and leaving 1,105 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #824.

Rothschild Investment LLC first reported a position in AFL in Q4 2015 and has held it in 14 quarters since. The position peaked at $263K in Q2 2016. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Rothschild Investment LLC held 1,105 shares of Aflac worth $121K as of Q1 2026.
  • Rothschild Investment LLC sold 255 Aflac shares in Q1 2026, an estimated $28.3K.
  • Aflac made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #824 holding.
  • Rothschild Investment LLC first reported a position in Aflac in Q4 2015 and has held it in 14 quarters since.
  • Rothschild Investment LLC's Aflac position peaked at $263K in Q2 2016.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.