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West Branch Capital’s Aflac AFL Stock Holding History

West Branch 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
Q2 		$35.1K Hold
299
– – 0.01% 157
2026
Q1 		$32.8K Sell
299
-54
-15% -$5.99K 0.01% 154
2025
Q4 		$38.9K Sell
353
-269
-43% -$29.6K 0.01% 150
2025
Q3 		$69.5K Buy
622
+199
+47% +$20.9K 0.02% 127
2025
Q2 		$44.6K Sell
423
-35
-8% -$3.68K 0.01% 150
2025
Q1 		$50.9K Hold
458
– – 0.02% 152
2024
Q4 		$47.3K Hold
458
– – 0.02% 157
2024
Q3 		$51.2K Hold
458
– – 0.02% 157
2024
Q2 		$40.9K Hold
458
– – 0.02% 170
2024
Q1 		$39.3K Sell
458
-34
-7% -$2.79K 0.02% 178
2023
Q4 		$40.6K Hold
492
– – 0.02% 170
2023
Q3 		$37.7K Buy
492
+1
+0.2% +$74 0.02% 177
2023
Q2 		$34.3K Buy
491
+68
+16% +$4.55K 0.02% 195
2023
Q1 		$27.3K Hold
423
– – 0.02% 206
2022
Q4 		$30.4K Sell
423
-218
-34% -$14.6K 0.02% 195
2022
Q3 		$36K Hold
641
– – 0.02% 195
2022
Q2 		$35K Buy
+641
New +$37.8K 0.02% 192
2022
Q1 		– Sell
-641
Closed -$37K – 423
2021
Q4 		$37K Hold
641
– – 0.02% 220
2021
Q3 		$33K Hold
641
– – 0.02% 217
2021
Q2 		$34K Buy
+641
New +$35K 0.02% 224
2020
Q2 		– Sell
-6,228
Closed -$213K – 84
2020
Q1 		$213K Sell
6,228
-8,999
-59% -$411K 0.2% 72
2019
Q4 		$806K Sell
15,227
-9,456
-38% -$502K 0.56% 47
2019
Q3 		$1.29M Buy
24,683
+1,143
+5% +$60.3K 0.96% 35
2019
Q2 		$1.29M Buy
23,540
+2,296
+11% +$118K 1.06% 26
2019
Q1 		$1.06M Buy
21,244
+1,119
+6% +$53.9K 0.95% 33
2018
Q4 		$917K Sell
20,125
-687
-3% -$30.5K 0.97% 33
2018
Q3 		$980K Sell
20,812
-126
-0.6% -$5.77K 0.73% 45
2018
Q2 		$901K Buy
20,938
+279
+1% +$12.5K 0.71% 46
2018
Q1 		$904K Buy
+20,659
New +$914K 0.99% 34

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

West Branch Capital's AFL Position: Q2 2026 in Review

West Branch Capital held its Aflac (AFL) position steady in Q2 2026 at 299 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #157.

West Branch Capital first reported a position in AFL in Q1 2018 and has held it in 29 quarters since. The position peaked at $1.29M in Q3 2019. 466 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • West Branch Capital held 299 shares of Aflac worth $35.1K as of Q2 2026.
  • West Branch Capital left its Aflac share count unchanged in Q2 2026.
  • Aflac made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #157 holding.
  • West Branch Capital first reported a position in Aflac in Q1 2018 and has held it in 29 quarters since.
  • West Branch Capital's Aflac position peaked at $1.29M in Q3 2019.
  • 466 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.