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Waterloo Capital’s Aflac AFL Stock Holding History

Waterloo 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 		$303K Sell
2,766
-630
-19% -$69.8K 0.02% 398
2025
Q4 		$374K Buy
3,396
+220
+7% +$24.2K 0.03% 337
2025
Q3 		$355K Buy
3,176
+435
+16% +$45.7K 0.03% 337
2025
Q2 		$289K Sell
2,741
-85
-3% -$8.93K 0.02% 362
2025
Q1 		$314K Buy
2,826
+324
+13% +$34.4K 0.03% 311
2024
Q4 		$259K Buy
2,502
+32
+1% +$3.49K 0.03% 314
2024
Q3 		$276K Buy
2,470
+109
+5% +$11.1K 0.03% 303
2024
Q2 		$211K Buy
+2,361
New +$203K 0.03% 330

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

Waterloo Capital's AFL Position: Q1 2026 in Review

Waterloo Capital reduced its Aflac (AFL) stake by 19% in Q1 2026, selling an estimated $69.8K and leaving 2,766 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #398.

Waterloo Capital first reported a position in AFL in Q2 2024 and has held it in 8 quarters since. The position peaked at $374K in Q4 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Waterloo Capital held 2,766 shares of Aflac worth $303K as of Q1 2026.
  • Waterloo Capital sold 630 Aflac shares in Q1 2026, an estimated $69.8K.
  • Aflac made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #398 holding.
  • Waterloo Capital first reported a position in Aflac in Q2 2024 and has held it in 8 quarters since.
  • Waterloo Capital's Aflac position peaked at $374K in Q4 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.