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Affinity Wealth Management’s Aflac AFL Stock Holding History

Affinity 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
2026
Q1 		$343K Hold
3,123
– – 0.05% 72
2025
Q4 		$344K Sell
3,123
-18
-0.6% -$1.98K 0.05% 73
2025
Q3 		$351K Hold
3,141
– – 0.05% 70
2025
Q2 		$331K Buy
3,141
+38
+1% +$3.99K 0.05% 73
2025
Q1 		$345K Buy
3,103
+60
+2% +$6.36K 0.06% 67
2024
Q4 		$315K Sell
3,043
-8
-0.3% -$872 0.06% 73
2024
Q3 		$341K Buy
3,051
+39
+1% +$3.96K 0.06% 76
2024
Q2 		$269K Buy
3,012
+227
+8% +$19.5K 0.05% 87
2024
Q1 		$239K Buy
2,785
+36
+1% +$2.95K 0.04% 91
2023
Q4 		$227K Hold
2,749
– – 0.05% 91
2023
Q3 		$211K Buy
+2,749
New +$204K 0.05% 95

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return