Westover Capital Advisors’s Aflac AFL Stock Holding History

Westover 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 Q1	$603K	Hold	5,500	–	–	0.11%	127
2025 Q4	$606K	Hold	5,500	–	–	0.11%	130
2025 Q3	$614K	Hold	5,500	–	–	0.11%	127
2025 Q2	$580K	Hold	5,500	–	–	0.12%	133
2025 Q1	$612K	Hold	5,500	–	–	0.14%	125
2024 Q4	$569K	Hold	5,500	–	–	0.13%	135
2024 Q3	$615K	Buy	5,500 +3,200	+139%	+$325K	0.12%	126
2024 Q2	$205K	Buy	+2,300	New	+$198K	0.05%	206
2014 Q2	–	Sell	-32,482	Closed	-$1.02M	–	85
2014 Q1	$1.02M	Sell	32,482 -260	-0.8%	-$8.26K	0.96%	39
2013 Q4	$1.09M	Sell	32,742 -2,104	-6%	-$69K	1.04%	38
2013 Q3	$1.08M	Sell	34,846 -4,188	-11%	-$126K	1.12%	37
2013 Q2	$1.13M	Buy	+39,034	New	+$1.06M	1.11%	37

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westover Capital Advisors's AFL Position: Q1 2026 in Review

Westover Capital Advisors held its Aflac (AFL) position steady in Q1 2026 at 5,500 shares worth $603K. The position accounts for 0.11% of the portfolio, ranked #127.

Westover Capital Advisors first reported a position in AFL in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.13M in Q2 2013. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Westover Capital Advisors held 5,500 shares of Aflac worth $603K as of Q1 2026.
Westover Capital Advisors left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.11% of Westover Capital Advisors's portfolio in Q1 2026, its #127 holding.
Westover Capital Advisors first reported a position in Aflac in Q2 2013 and has held it in 12 quarters since.
Westover Capital Advisors's Aflac position peaked at $1.13M in Q2 2013.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.