West Branch Capital’s Aflac AFL Stock Holding History
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
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. 1,696 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.
- 1,696 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.