Trifecta Capital Advisors’s Aflac AFL Stock Holding History

Trifecta 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	$1.17K	Buy	+10	New	+$1.15K	﹤0.01%	346
2025 Q4	–	Sell	-42	Closed	-$4.69K	–	264
2025 Q3	$4.69K	Hold	42	–	–	﹤0.01%	272
2025 Q2	$4.43K	Hold	42	–	–	﹤0.01%	273
2025 Q1	$4.67K	Hold	42	–	–	﹤0.01%	241
2024 Q4	$4.34K	Hold	42	–	–	﹤0.01%	238
2024 Q3	$4.7K	Hold	42	–	–	﹤0.01%	240
2024 Q2	$3.75K	Sell	42 -127	-75%	-$10.9K	﹤0.01%	257
2024 Q1	$14.5K	Hold	169	–	–	﹤0.01%	189
2023 Q4	$13.9K	Buy	169 +127	+302%	+$10.2K	﹤0.01%	193
2023 Q3	$3.22K	Hold	42	–	–	﹤0.01%	262
2023 Q2	$2.93K	Hold	42	–	–	﹤0.01%	262
2023 Q1	$2.71K	Hold	42	–	–	﹤0.01%	272
2022 Q4	$3.02K	Buy	+42	New	+$2.81K	﹤0.01%	257

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

Trifecta Capital Advisors's AFL Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Aflac (AFL) in Q2 2026: 10 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in AFL as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in AFL in Q4 2022 and has held it in 13 quarters since. The position peaked at $14.5K in Q1 2024. 1,697 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Trifecta Capital Advisors held 10 shares of Aflac worth $1.17K as of Q2 2026.
Aflac was a new Trifecta Capital Advisors position in Q2 2026.
Aflac made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #346 holding.
Trifecta Capital Advisors first reported a position in Aflac in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's Aflac position peaked at $14.5K in Q1 2024.
1,697 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.