Vaughan David Investments’s Aflac AFL Stock Holding History

Vaughan David Investments’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	$591K	Hold	5,043	–	–	0.01%	171
2026 Q1	$553K	Hold	5,043	–	–	0.01%	172
2025 Q4	$556K	Hold	5,043	–	–	0.01%	167
2025 Q3	$563K	Hold	5,043	–	–	0.01%	165
2025 Q2	$532K	Sell	5,043 -397	-7%	-$41.7K	0.01%	162
2025 Q1	$605K	Hold	5,440	–	–	0.01%	145
2024 Q4	$563K	Sell	5,440 -100	-2%	-$10.9K	0.01%	150
2024 Q3	$619K	Hold	5,540	–	–	0.01%	149
2024 Q2	$495K	Hold	5,540	–	–	0.01%	156
2024 Q1	$476K	Hold	5,540	–	–	0.01%	165
2023 Q4	$457K	Hold	5,540	–	–	0.01%	155
2023 Q3	$425K	Sell	5,540 -620	-10%	-$46K	0.01%	157
2023 Q2	$430K	Hold	6,160	–	–	0.01%	158
2023 Q1	$397K	Sell	6,160 -1,600	-21%	-$110K	0.01%	156
2022 Q4	$558K	Sell	7,760 -300	-4%	-$20.1K	0.02%	147
2022 Q3	$453K	Buy	8,060 +200	+3%	+$11.8K	0.02%	149
2022 Q2	$435K	Sell	7,860 -75	-0.9%	-$4.43K	0.01%	149
2022 Q1	$511K	Sell	7,935 -1,800	-18%	-$113K	0.02%	144
2021 Q4	$568K	Sell	9,735 -1,300	-12%	-$72.9K	0.02%	145
2021 Q3	$575K	Sell	11,035 -500	-4%	-$27.3K	0.02%	138
2021 Q2	$619K	Sell	11,535 -1,166	-9%	-$63.6K	0.02%	141
2021 Q1	$650K	Sell	12,701 -2,984	-19%	-$143K	0.02%	132
2020 Q4	$698K	Sell	15,685 -506,400	-97%	-$20.7M	0.02%	127
2020 Q3	$19M	Buy	522,085 +5,110	+1%	+$186K	0.74%	68
2020 Q2	$18.6M	Buy	516,975 +12,095	+2%	+$437K	0.76%	70
2020 Q1	$17.3M	Sell	504,880 -949	-0.2%	-$43.4K	0.8%	61
2019 Q4	$26.8M	Sell	505,829 -1,252	-0.2%	-$66.5K	0.98%	47
2019 Q3	$26.5M	Buy	507,081 +232	+0%	+$12.2K	1.02%	42
2019 Q2	$27.8M	Buy	506,849 +5,850	+1%	+$302K	1.1%	29
2019 Q1	$25.1M	Buy	500,999 +3,540	+0.7%	+$171K	1.06%	38
2018 Q4	$22.7M	Sell	497,459 -4,406	-0.9%	-$196K	1.06%	35
2018 Q3	$23.6M	Sell	501,865 -11,561	-2%	-$529K	1%	45
2018 Q2	$22.1M	Sell	513,426 -9,009	-2%	-$405K	1.03%	50
2018 Q1	$22.9M	Buy	522,435 +4,835	+0.9%	+$214K	1.08%	44
2017 Q4	$22.7M	Buy	517,600 +7,164	+1%	+$306K	1.05%	51
2017 Q3	$20.8M	Sell	510,436 -3,860	-0.8%	-$155K	1.02%	60
2017 Q2	$20M	Buy	514,296 +8,760	+2%	+$329K	1.01%	58
2017 Q1	$18.3M	Buy	505,536 +2,600	+0.5%	+$92.1K	0.95%	68
2016 Q4	$17.5M	Buy	502,936 +1,450	+0.3%	+$51.1K	0.93%	70
2016 Q3	$18M	Buy	501,486 +7,920	+2%	+$288K	0.98%	62
2016 Q2	$17.8M	Sell	493,566 -26,700	-5%	-$912K	0.98%	63
2016 Q1	$16.4M	Buy	520,266 +9,402	+2%	+$279K	0.94%	65
2015 Q4	$15.3M	Buy	510,864 +16,600	+3%	+$517K	0.92%	68
2015 Q3	$14.4M	Buy	494,264 +35,900	+8%	+$1.09M	0.91%	69
2015 Q2	$14.3M	Buy	458,364 +19,150	+4%	+$606K	0.84%	72
2015 Q1	$14.1M	Buy	+439,214	New	+$13.4M	0.83%	75

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

Vaughan David Investments's AFL Position: Q2 2026 in Review

Vaughan David Investments held its Aflac (AFL) position steady in Q2 2026 at 5,043 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #171.

Vaughan David Investments first reported a position in AFL in Q1 2015 and has held it in 46 quarters since. The position peaked at $27.8M in Q2 2019. 1,689 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Vaughan David Investments held 5,043 shares of Aflac worth $591K as of Q2 2026.
Vaughan David Investments left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #171 holding.
Vaughan David Investments first reported a position in Aflac in Q1 2015 and has held it in 46 quarters since.
Vaughan David Investments's Aflac position peaked at $27.8M in Q2 2019.
1,689 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.