Steel Grove Capital Advisors’s Aflac AFL Stock Holding History

Steel Grove Capital Advisors’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 Q2	$4.4M	Hold	37,548	–	–	0.41%	23
2026 Q1	$4.12M	Buy	37,548 +6	+0%	+$665	0.43%	23
2025 Q4	$4.14M	Sell	37,542 -7,532	-17%	-$830K	0.43%	27
2025 Q3	$4.75M	Hold	45,074	–	–	0.56%	20
2025 Q2	$4.75M	Hold	45,074	–	–	0.56%	20
2025 Q1	$5.01M	Buy	45,074 +1,917	+4%	+$203K	0.76%	14
2024 Q4	$4.46M	Buy	43,157 +40,155	+1,338%	+$4.38M	0.61%	19
2024 Q3	$332K	Hold	3,002	–	–	0.05%	137
2024 Q2	$268K	Hold	3,002	–	–	0.04%	153
2024 Q1	$258K	Hold	3,002	–	–	0.03%	182
2023 Q4	$248K	Sell	3,002 -20	-0.7%	-$1.61K	0.03%	161
2023 Q3	$232K	Buy	+3,022	New	+$224K	0.03%	164
2020 Q3	–	Sell	-22,767	Closed	-$820K	–	112
2020 Q2	$820K	Hold	22,767	–	–	0.37%	68
2020 Q1	$780K	Hold	22,767	–	–	0.51%	58
2019 Q4	$1.2M	Hold	22,767	–	–	0.67%	59
2019 Q3	$1.19M	Buy	22,767 +18,178	+396%	+$960K	0.71%	56
2019 Q2	$252K	Sell	4,589 -1,328	-22%	-$68.5K	0.16%	100
2019 Q1	$296K	Sell	5,917 -376	-6%	-$18.1K	0.19%	99
2018 Q4	$287K	Buy	6,293 +787	+14%	+$35K	0.04%	254
2018 Q3	$259K	Hold	5,506	–	–	0.04%	269
2018 Q2	$237K	Hold	5,506	–	–	0.04%	275
2018 Q1	$241K	Buy	5,506 +126	+2%	+$5.58K	0.04%	270
2017 Q4	$236K	Buy	+5,380	New	+$230K	0.04%	264
2016 Q4	–	Sell	-7,670	Closed	-$276K	–	250
2016 Q3	$276K	Hold	7,670	–	–	0.06%	154
2016 Q2	$277K	Hold	7,670	–	–	0.07%	141
2016 Q1	$242K	Hold	7,670	–	–	0.06%	156
2015 Q4	$230K	Buy	+7,670	New	+$239K	0.06%	173
2015 Q2	–	Sell	-8,532	Closed	-$273K	–	193
2015 Q1	$273K	Buy	+8,532	New	+$260K	0.06%	116

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steel Grove Capital Advisors's AFL Position: Q2 2026 in Review

Steel Grove Capital Advisors held its Aflac (AFL) position steady in Q2 2026 at 37,548 shares worth $4.4M. The position accounts for 0.41% of the portfolio, ranked #23.

Steel Grove Capital Advisors first reported a position in AFL in Q1 2015 and has held it in 28 quarters since. The position peaked at $5.01M in Q1 2025. 1,697 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Steel Grove Capital Advisors held 37,548 shares of Aflac worth $4.4M as of Q2 2026.
Steel Grove Capital Advisors left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.41% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #23 holding.
Steel Grove Capital Advisors first reported a position in Aflac in Q1 2015 and has held it in 28 quarters since.
Steel Grove Capital Advisors's Aflac position peaked at $5.01M in Q1 2025.
1,697 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.