Sit Investment Associates’s Aflac AFL Stock Holding History

Sit Investment Associates’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	$461K	Hold	4,200	–	–	0.01%	408
2025 Q4	$463K	Hold	4,200	–	–	0.01%	420
2025 Q3	$469K	Sell	4,200 -4,200	-50%	-$441K	0.01%	414
2025 Q2	$910K	Buy	8,400 +4,200	+100%	+$441K	0.02%	384
2025 Q1	$467K	Hold	4,200	–	–	0.01%	417
2024 Q4	$434K	Hold	4,200	–	–	0.01%	429
2024 Q3	$470K	Hold	4,200	–	–	0.01%	438
2024 Q2	$375K	Hold	4,200	–	–	0.01%	432
2024 Q1	$361K	Hold	4,200	–	–	0.01%	424
2023 Q4	$346K	Hold	4,200	–	–	0.01%	430
2023 Q3	$322K	Hold	4,200	–	–	0.01%	425
2023 Q2	$293K	Hold	4,200	–	–	0.01%	457
2023 Q1	$271K	Hold	4,200	–	–	0.01%	450
2022 Q4	$302K	Hold	4,200	–	–	0.01%	441
2022 Q3	$236K	Hold	4,200	–	–	0.01%	436
2022 Q2	$232K	Hold	4,200	–	–	0.01%	439
2022 Q1	$270K	Hold	4,200	–	–	0.01%	442
2021 Q4	$245K	Hold	4,200	–	–	0.01%	460
2021 Q3	$219K	Hold	4,200	–	–	0.01%	457
2021 Q2	$225K	Hold	4,200	–	–	0.01%	463
2021 Q1	$215K	Hold	4,200	–	–	0.01%	460
2020 Q4	$187K	Hold	4,200	–	–	0.01%	463
2020 Q3	$153K	Hold	4,200	–	–	﹤0.01%	461
2020 Q2	$151K	Hold	4,200	–	–	﹤0.01%	461
2020 Q1	$144K	Sell	4,200 -2,875	-41%	-$131K	0.01%	452
2019 Q4	$374K	Sell	7,075 -950	-12%	-$50.4K	0.01%	401
2019 Q3	$420K	Hold	8,025	–	–	0.01%	393
2019 Q2	$440K	Hold	8,025	–	–	0.01%	401
2019 Q1	$401K	Hold	8,025	–	–	0.01%	407
2018 Q4	$366K	Buy	8,025 +1,275	+19%	+$56.7K	0.01%	408
2018 Q3	$318K	Buy	6,750 +2,550	+61%	+$117K	0.01%	414
2018 Q2	$181K	Sell	4,200 -74	-2%	-$3.32K	﹤0.01%	486
2018 Q1	$187K	Hold	4,274	–	–	﹤0.01%	487
2017 Q4	$188K	Hold	4,274	–	–	﹤0.01%	485
2017 Q3	$174K	Hold	4,274	–	–	﹤0.01%	486
2017 Q2	$166K	Buy	4,274 +74	+2%	+$2.78K	﹤0.01%	486
2017 Q1	$152K	Hold	4,200	–	–	﹤0.01%	483
2016 Q4	$146K	Sell	4,200 -1,350	-24%	-$47.5K	﹤0.01%	433
2016 Q3	$199K	Hold	5,550	–	–	0.01%	387
2016 Q2	$200K	Hold	5,550	–	–	0.01%	391
2016 Q1	$175K	Hold	5,550	–	–	﹤0.01%	404
2015 Q4	$166K	Buy	5,550 +550	+11%	+$17.1K	﹤0.01%	404
2015 Q3	$145K	Buy	5,000 +700	+16%	+$21.2K	﹤0.01%	422
2015 Q2	$134K	Hold	4,300	–	–	﹤0.01%	412
2015 Q1	$138K	Hold	4,300	–	–	﹤0.01%	406
2014 Q4	$131K	Sell	4,300 -500	-10%	-$14.8K	﹤0.01%	404
2014 Q3	$140K	Hold	4,800	–	–	﹤0.01%	412
2014 Q2	$149K	Hold	4,800	–	–	﹤0.01%	424
2014 Q1	$151K	Buy	4,800 +1,200	+33%	+$38.1K	﹤0.01%	429
2013 Q4	$120K	Buy	3,600 +500	+16%	+$16.4K	﹤0.01%	435
2013 Q3	$96K	Hold	3,100	–	–	﹤0.01%	431
2013 Q2	$90K	Buy	+3,100	New	+$84.1K	﹤0.01%	426

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

Sit Investment Associates's AFL Position: Q1 2026 in Review

Sit Investment Associates held its Aflac (AFL) position steady in Q1 2026 at 4,200 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #408.

Sit Investment Associates first reported a position in AFL in Q2 2013 and has held it in 52 quarters since. The position peaked at $910K in Q2 2025. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Sit Investment Associates held 4,200 shares of Aflac worth $461K as of Q1 2026.
Sit Investment Associates left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.01% of Sit Investment Associates's portfolio in Q1 2026, its #408 holding.
Sit Investment Associates first reported a position in Aflac in Q2 2013 and has held it in 52 quarters since.
Sit Investment Associates's Aflac position peaked at $910K in Q2 2025.
1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.