S&CO Inc’s Aflac AFL Stock Holding History

S&CO Inc’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	$9.17M	Hold	83,570	–	–	0.57%	44
2025 Q4	$9.21M	Hold	83,570	–	–	0.57%	43
2025 Q3	$9.33M	Sell	83,570 -700	-0.8%	-$73.5K	0.57%	44
2025 Q2	$8.89M	Buy	84,270 +1,100	+1%	+$116K	0.57%	44
2025 Q1	$9.25M	Sell	83,170 -500	-0.6%	-$53K	0.62%	42
2024 Q4	$8.65M	Hold	83,670	–	–	0.59%	46
2024 Q3	$9.35M	Hold	83,670	–	–	0.61%	42
2024 Q2	$7.47M	Sell	83,670 -3,920	-4%	-$337K	0.52%	46
2024 Q1	$7.52M	Sell	87,590 -1,800	-2%	-$148K	0.53%	47
2023 Q4	$7.37M	Hold	89,390	–	–	0.57%	43
2023 Q3	$6.86M	Hold	89,390	–	–	0.56%	43
2023 Q2	$6.24M	Sell	89,390 -2,200	-2%	-$147K	0.5%	47
2023 Q1	$5.91M	Sell	91,590 -800	-0.9%	-$54.8K	0.5%	41
2022 Q4	$6.65M	Sell	92,390 -35	-0%	-$2.34K	0.58%	39
2022 Q3	$5.19M	Hold	92,425	–	–	0.47%	45
2022 Q2	$5.11M	Sell	92,425 -1,560	-2%	-$92.1K	0.43%	48
2022 Q1	$6.05M	Hold	93,985	–	–	0.42%	50
2021 Q4	$5.49M	Hold	93,985	–	–	0.39%	51
2021 Q3	$4.9M	Sell	93,985 -105	-0.1%	-$5.74K	0.38%	54
2021 Q2	$5.05M	Hold	94,090	–	–	0.39%	53
2021 Q1	$4.82M	Hold	94,090	–	–	0.41%	53
2020 Q4	$4.18M	Buy	94,090 +4,220	+5%	+$173K	0.37%	55
2020 Q3	$3.27M	Sell	89,870 -2,200	-2%	-$80.1K	0.33%	62
2020 Q2	$3.32M	Hold	92,070	–	–	0.36%	59
2020 Q1	$3.15M	Sell	92,070 -100	-0.1%	-$4.57K	0.42%	49
2019 Q4	$4.88M	Sell	92,170 -200	-0.2%	-$10.6K	0.51%	46
2019 Q3	$4.83M	Hold	92,370	–	–	0.54%	46
2019 Q2	$5.06M	Sell	92,370 -400	-0.4%	-$20.6K	0.56%	44
2019 Q1	$4.64M	Sell	92,770 -194	-0.2%	-$9.35K	0.52%	45
2018 Q4	$4.24M	Hold	92,964	–	–	0.54%	42
2018 Q3	$4.38M	Sell	92,964 -1,900	-2%	-$87K	0.49%	48
2018 Q2	$4.08M	Buy	94,864 +100	+0.1%	+$4.49K	0.49%	47
2018 Q1	$4.15M	Hold	94,764	–	–	0.52%	45
2017 Q4	$4.16M	Buy	94,764 +416	+0.4%	+$17.8K	0.52%	48
2017 Q3	$3.84M	Buy	94,348 +28	+0%	+$1.13K	0.49%	48
2017 Q2	$3.66M	Buy	94,320 +20	+0%	+$752	0.48%	50
2017 Q1	$3.42M	Buy	94,300 +20	+0%	+$709	0.46%	50
2016 Q4	$3.28M	Hold	94,280	–	–	0.47%	49
2016 Q3	$3.39M	Hold	94,280	–	–	0.51%	48
2016 Q2	$3.4M	Buy	94,280 +3,000	+3%	+$102K	0.53%	44
2016 Q1	$2.88M	Buy	91,280 +13,680	+18%	+$406K	0.47%	49
2015 Q4	$2.32M	Buy	77,600 +3,700	+5%	+$115K	0.39%	53
2015 Q3	$2.15M	Hold	73,900	–	–	0.37%	58
2015 Q2	$2.3M	Buy	73,900 +3,260	+5%	+$103K	0.34%	59
2015 Q1	$2.26M	Buy	70,640 +5,440	+8%	+$166K	0.32%	59
2014 Q4	$1.99M	Buy	65,200 +50	+0.1%	+$1.48K	0.29%	66
2014 Q3	$1.9M	Sell	65,150 -2,000	-3%	-$60.9K	0.29%	64
2014 Q2	$2.09M	Hold	67,150	–	–	0.29%	59
2014 Q1	$2.12M	Hold	67,150	–	–	0.32%	58
2013 Q4	$2.24M	Hold	67,150	–	–	0.37%	52
2013 Q3	$2.08M	Hold	67,150	–	–	0.37%	53
2013 Q2	$1.95M	Buy	+67,150	New	+$1.82M	0.3%	55

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

S&CO Inc's AFL Position: Q1 2026 in Review

S&CO Inc held its Aflac (AFL) position steady in Q1 2026 at 83,570 shares worth $9.17M. The position accounts for 0.57% of the portfolio, ranked #44.

S&CO Inc first reported a position in AFL in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.35M in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

S&CO Inc held 83,570 shares of Aflac worth $9.17M as of Q1 2026.
S&CO Inc left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.57% of S&CO Inc's portfolio in Q1 2026, its #44 holding.
S&CO Inc first reported a position in Aflac in Q2 2013 and has held it in 52 quarters since.
S&CO Inc's Aflac position peaked at $9.35M in Q3 2024.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.