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1858 Wealth Management’s Aflac AFL Stock Holding History

1858 Wealth Management’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
2025
Q3 		$261K Sell
2,339
-132
-5% -$13.9K 0.18% 88
2025
Q2 		$261K Hold
2,471
– – 0.19% 95
2025
Q1 		$275K Buy
2,471
+327
+15% +$34.7K 0.23% 84
2024
Q4 		$222K Hold
2,144
– – 0.18% 113
2024
Q3 		$240K Buy
+2,144
New +$218K 0.2% 101
2024
Q2 		– Sell
-2,750
Closed -$227K – 118
2024
Q1 		$227K Hold
2,750
– – 0.22% 105
2023
Q4 		$227K Buy
+2,750
New +$222K 0.22% 105

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

1858 Wealth Management's AFL Position: Q3 2025 in Review

1858 Wealth Management reduced its Aflac (AFL) stake by 5.3% in Q3 2025, selling an estimated $13.9K and leaving 2,339 shares worth $261K. The position accounts for 0.18% of the portfolio, ranked #88.

1858 Wealth Management first reported a position in AFL in Q4 2023 and has held it in 7 quarters since. The position peaked at $275K in Q1 2025. 1,622 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • 1858 Wealth Management held 2,339 shares of Aflac worth $261K as of Q3 2025.
  • 1858 Wealth Management sold 132 Aflac shares in Q3 2025, an estimated $13.9K.
  • Aflac made up 0.18% of 1858 Wealth Management's portfolio in Q3 2025, its #88 holding.
  • 1858 Wealth Management first reported a position in Aflac in Q4 2023 and has held it in 7 quarters since.
  • 1858 Wealth Management's Aflac position peaked at $275K in Q1 2025.
  • 1,622 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.