Shufro Rose & Co’s Aflac AFL Stock Holding History

Shufro Rose & Co’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	$693K	Hold	6,318	–	–	0.05%	150
2025 Q4	$697K	Sell	6,318 -1,500	-19%	-$165K	0.05%	149
2025 Q3	$869K	Hold	7,818	–	–	0.07%	121
2025 Q2	$869K	Hold	7,818	–	–	0.07%	121
2025 Q1	$869K	Hold	7,818	–	–	0.07%	124
2024 Q4	$809K	Hold	7,818	–	–	0.06%	126
2024 Q3	$698K	Hold	7,818	–	–	0.06%	141
2024 Q2	$698K	Sell	7,818 -1,000	-11%	-$86K	0.06%	141
2024 Q1	$757K	Hold	8,818	–	–	0.06%	127
2023 Q4	$677K	Hold	8,818	–	–	0.06%	132
2023 Q3	$677K	Hold	8,818	–	–	0.06%	134
2023 Q2	$616K	Hold	8,818	–	–	0.06%	145
2023 Q1	$569K	Hold	8,818	–	–	0.05%	160
2022 Q4	$634K	Hold	8,818	–	–	0.05%	148
2022 Q3	$496K	Hold	8,818	–	–	0.05%	161
2022 Q2	$488K	Buy	8,818 +2,000	+29%	+$118K	0.04%	172
2022 Q1	$439K	Buy	6,818 +2,000	+42%	+$125K	0.03%	196
2021 Q4	$281K	Hold	4,818	–	–	0.02%	235
2021 Q3	$251K	Hold	4,818	–	–	0.02%	240
2021 Q2	$259K	Hold	4,818	–	–	0.02%	238
2021 Q1	$247K	Hold	4,818	–	–	0.02%	240
2020 Q4	$214K	Buy	+4,818	New	+$197K	0.02%	243

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

Shufro Rose & Co's AFL Position: Q1 2026 in Review

Shufro Rose & Co held its Aflac (AFL) position steady in Q1 2026 at 6,318 shares worth $693K. The position accounts for 0.05% of the portfolio, ranked #150.

Shufro Rose & Co first reported a position in AFL in Q4 2020 and has held it in 22 quarters since. The position peaked at $869K in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Shufro Rose & Co held 6,318 shares of Aflac worth $693K as of Q1 2026.
Shufro Rose & Co left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.05% of Shufro Rose & Co's portfolio in Q1 2026, its #150 holding.
Shufro Rose & Co first reported a position in Aflac in Q4 2020 and has held it in 22 quarters since.
Shufro Rose & Co's Aflac position peaked at $869K in Q3 2025.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.