Summitry LLC’s Aflac AFL Stock Holding History

Summitry LLC’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	$223K	Sell	1,899 -1,596	-46%	-$184K	0.01%	313
2026 Q1	$383K	Sell	3,495 -2,304	-40%	-$255K	0.01%	169
2025 Q4	$639K	Buy	+5,799	New	+$639K	0.03%	99

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

Summitry LLC's AFL Position: Q2 2026 in Review

Summitry LLC reduced its Aflac (AFL) stake by 46% in Q2 2026, selling an estimated $184K and leaving 1,899 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #313.

Summitry LLC first reported a position in AFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $639K in Q4 2025. 1,692 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Summitry LLC held 1,899 shares of Aflac worth $223K as of Q2 2026.
Summitry LLC sold 1,596 Aflac shares in Q2 2026, an estimated $184K.
Aflac made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #313 holding.
Summitry LLC first reported a position in Aflac in Q4 2025 and has held it in 3 quarters since.
Summitry LLC's Aflac position peaked at $639K in Q4 2025.
1,692 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.