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Summit Trail Advisors’s Aflac AFL Stock Holding History

Summit Trail 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 		$2.25M Buy
20,523
+4,223
+26% +$468K 0.03% 446
2025
Q4 		$1.8M Sell
16,300
-2,370
-13% -$261K 0.03% 473
2025
Q3 		$2.09M Buy
18,670
+6,191
+50% +$650K 0.03% 425
2025
Q2 		$1.32M Buy
+12,479
New +$1.31M 0.02% 376
2024
Q4 		– Sell
-12,367
Closed -$1.38M – 404
2024
Q3 		$1.38M Buy
12,367
+4,494
+57% +$457K 0.03% 214
2024
Q2 		$703K Buy
7,873
+131
+2% +$11.3K 0.02% 304
2024
Q1 		$665K Buy
7,742
+455
+6% +$37.3K 0.02% 282
2023
Q4 		$601K Buy
7,287
+230
+3% +$18.5K 0.02% 249
2023
Q3 		$542K Sell
7,057
-131
-2% -$9.72K 0.02% 255
2023
Q2 		$502K Buy
7,188
+842
+13% +$56.4K 0.02% 263
2023
Q1 		$409K Buy
6,346
+706
+13% +$48.3K 0.02% 250
2022
Q4 		$406K Buy
5,640
+26
+0.5% +$1.74K 0.02% 216
2022
Q3 		$316K Buy
5,614
+374
+7% +$22K 0.02% 249
2022
Q2 		$290K Buy
5,240
+743
+17% +$43.9K 0.02% 280
2022
Q1 		$290K Buy
+4,497
New +$282K 0.02% 250
2018
Q4 		– Sell
-3,325
Closed -$157K – 113
2018
Q3 		$157K Buy
+3,325
New +$152K 0.03% 207
2018
Q2 		– Sell
-5,081
Closed -$207K – 486
2018
Q1 		$207K Buy
5,081
+2,143
+73% +$94.8K 0.04% 367
2017
Q4 		$130K Buy
+2,938
New +$125K 0.02% 555

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's AFL Position: Q1 2026 in Review

Summit Trail Advisors increased its Aflac (AFL) stake by 26% in Q1 2026, buying an estimated $468K and bringing the position to 20,523 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #446.

Summit Trail Advisors first reported a position in AFL in Q4 2017 and has held it in 18 quarters since. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Summit Trail Advisors held 20,523 shares of Aflac worth $2.25M as of Q1 2026.
  • Summit Trail Advisors bought 4,223 Aflac shares in Q1 2026, an estimated $468K.
  • Aflac made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #446 holding.
  • Summit Trail Advisors first reported a position in Aflac in Q4 2017 and has held it in 18 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.