Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.54M Sell
13,180
-550
-4% -$63.3K 0.12% 132
2026
Q1
$1.51M Buy
13,730
+825
+6% +$91.4K 0.12% 129
2025
Q4
$1.42M Sell
12,905
-25
-0.2% -$2.75K 0.12% 134
2025
Q3
$1.44M Sell
12,930
-4,000
-24% -$420K 0.13% 134
2025
Q2
$1.78M Sell
16,930
-75
-0.4% -$7.88K 0.17% 110
2025
Q1
$1.89M Sell
17,005
-730
-4% -$77.4K 0.19% 100
2024
Q4
$1.83M Buy
17,735
+400
+2% +$43.6K 0.18% 102
2024
Q3
$1.94M Hold
17,335
0.17% 107
2024
Q2
$1.55M Sell
17,335
-29
-0.2% -$2.49K 0.17% 113
2024
Q1
$1.49M Buy
17,364
+9,729
+127% +$798K 0.15% 115
2023
Q4
$630K Hold
7,635
0.08% 153
2023
Q3
$586K Buy
7,635
+2,035
+36% +$151K 0.09% 144
2023
Q2
$391K Hold
5,600
0.07% 154
2023
Q1
$361K Hold
5,600
0.07% 162
2022
Q4
$403K Hold
5,600
0.1% 127
2022
Q3
$315K Hold
5,600
0.08% 149
2022
Q2
$310K Hold
5,600
0.08% 149
2022
Q1
$361K Hold
5,600
0.08% 134
2021
Q4
$327K Buy
5,600
+200
+4% +$11.2K 0.07% 145
2021
Q3
$282K Hold
5,400
0.06% 143
2021
Q2
$290K Hold
5,400
0.07% 144
2021
Q1
$276K Hold
5,400
0.07% 143
2020
Q4
$240K Buy
+5,400
New +$221K 0.06% 153
2020
Q3
Sell
-5,829
Closed -$210K 176
2020
Q2
$210K Sell
5,829
-37
-0.6% -$1.34K 0.05% 164
2020
Q1
$201K Buy
5,866
+466
+9% +$21.3K 0.06% 162
2019
Q4
$286K Hold
5,400
0.07% 177
2019
Q3
$283K Hold
5,400
0.08% 140
2019
Q2
$296K Hold
5,400
0.08% 143
2019
Q1
$270K Buy
+5,400
New +$260K 0.08% 140

Other funds holding AFL

SlateStone Wealth's AFL Position: Q2 2026 in Review

SlateStone Wealth reduced its Aflac (AFL) stake by 4% in Q2 2026, selling an estimated $63.3K and leaving 13,180 shares worth $1.54M. The position accounts for 0.12% of the portfolio, ranked #132.

SlateStone Wealth first reported a position in AFL in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.94M in Q3 2024. 523 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • SlateStone Wealth held 13,180 shares of Aflac worth $1.54M as of Q2 2026.
  • SlateStone Wealth sold 550 Aflac shares in Q2 2026, an estimated $63.3K.
  • Aflac made up 0.12% of SlateStone Wealth's portfolio in Q2 2026, its #132 holding.
  • SlateStone Wealth first reported a position in Aflac in Q1 2019 and has held it in 29 quarters since.
  • SlateStone Wealth's Aflac position peaked at $1.94M in Q3 2024.
  • 523 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.