Tacita Capital’s Aflac AFL Stock Holding History

Tacita Capital’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	$41.7K	Hold	380	–	–	0.02%	148
2025 Q4	$41.9K	Sell	380 -125	-25%	-$13.8K	0.02%	153
2025 Q3	$56.4K	Hold	505	–	–	0.03%	135
2025 Q2	$53.3K	Hold	505	–	–	0.03%	133
2025 Q1	$56.2K	Hold	505	–	–	0.04%	120
2024 Q4	$52.2K	Sell	505 -300	-37%	-$32.7K	0.04%	124
2024 Q3	$90K	Hold	805	–	–	0.06%	107
2024 Q2	$71.9K	Hold	805	–	–	0.05%	120
2024 Q1	$69.1K	Sell	805 -20	-2%	-$1.64K	0.05%	125
2023 Q4	$68.1K	Sell	825 -115	-12%	-$9.27K	0.05%	120
2023 Q3	$72.1K	Sell	940 -115	-11%	-$8.54K	0.06%	125
2023 Q2	$74K	Hold	1,055	–	–	0.05%	111
2023 Q1	$68K	Buy	1,055 +230	+28%	+$15.7K	0.05%	112
2022 Q4	$59K	Hold	825	–	–	0.04%	115
2022 Q3	$46K	Sell	825 -150	-15%	-$8.83K	0.04%	125
2022 Q2	$54K	Hold	975	–	–	0.04%	128
2022 Q1	$63K	Hold	975	–	–	0.04%	126
2021 Q4	$57K	Hold	975	–	–	0.03%	135
2021 Q3	$51K	Hold	975	–	–	0.03%	134
2021 Q2	$52K	Buy	+975	New	+$53.2K	0.03%	140

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

Tacita Capital's AFL Position: Q1 2026 in Review

Tacita Capital held its Aflac (AFL) position steady in Q1 2026 at 380 shares worth $41.7K. The position accounts for 0.02% of the portfolio, ranked #148.

Tacita Capital first reported a position in AFL in Q2 2021 and has held it in 20 quarters since. The position peaked at $90K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Tacita Capital held 380 shares of Aflac worth $41.7K as of Q1 2026.
Tacita Capital left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.02% of Tacita Capital's portfolio in Q1 2026, its #148 holding.
Tacita Capital first reported a position in Aflac in Q2 2021 and has held it in 20 quarters since.
Tacita Capital's Aflac position peaked at $90K in Q3 2024.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

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