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Adero Partners’s Aflac AFL Stock Holding History

Adero Partners’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
Q1 		$561K Sell
5,044
-986
-16% -$105K 0.04% 119
2024
Q4 		$624K Buy
6,030
+143
+2% +$15.6K 0.04% 110
2024
Q3 		$658K Buy
5,887
+167
+3% +$17K 0.04% 106
2024
Q2 		$511K Buy
5,720
+254
+5% +$21.8K 0.04% 116
2024
Q1 		$469K Buy
5,466
+3
+0.1% +$246 0.04% 120
2023
Q4 		$451K Sell
5,463
-786
-13% -$63.3K 0.04% 120
2023
Q3 		$480K Buy
6,249
+13
+0.2% +$965 0.05% 105
2023
Q2 		$435K Buy
+6,236
New +$417K 0.04% 108

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Adero Partners's AFL Position: Q1 2025 in Review

Adero Partners reduced its Aflac (AFL) stake by 16% in Q1 2025, selling an estimated $105K and leaving 5,044 shares worth $561K. The position accounts for 0.04% of the portfolio, ranked #119.

Adero Partners first reported a position in AFL in Q2 2023 and has held it in 8 quarters since. The position peaked at $658K in Q3 2024. 1,625 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Adero Partners held 5,044 shares of Aflac worth $561K as of Q1 2025.
  • Adero Partners sold 986 Aflac shares in Q1 2025, an estimated $105K.
  • Aflac made up 0.04% of Adero Partners's portfolio in Q1 2025, its #119 holding.
  • Adero Partners first reported a position in Aflac in Q2 2023 and has held it in 8 quarters since.
  • Adero Partners's Aflac position peaked at $658K in Q3 2024.
  • 1,625 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.