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 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 $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

Steel Grove Capital Advisors's AFL Position: Q1 2026 in Review

Steel Grove Capital Advisors increased its Aflac (AFL) stake by 0.02% in Q1 2026, buying an estimated $665 and bringing the position to 37,548 shares worth $4.12M. The position accounts for 0.43% of the portfolio, ranked #23.

Steel Grove Capital Advisors first reported a position in AFL in Q1 2015 and has held it in 27 quarters since. The position peaked at $5.01M in Q1 2025. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Steel Grove Capital Advisors held 37,548 shares of Aflac worth $4.12M as of Q1 2026.
Steel Grove Capital Advisors bought 6 Aflac shares in Q1 2026, an estimated $665.
Aflac made up 0.43% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #23 holding.
Steel Grove Capital Advisors first reported a position in Aflac in Q1 2015 and has held it in 27 quarters since.
Steel Grove Capital Advisors's Aflac position peaked at $5.01M in Q1 2025.
1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.