AlphaStar Capital Management’s Aflac AFL Stock Holding History

AlphaStar Capital 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	–	Sell	-6,453	Closed	-$680K	–	205
2025 Q2	$680K	Buy	+6,453	New	+$678K	0.05%	198
2024 Q4	–	Sell	-6,407	Closed	-$716K	–	209
2024 Q3	$716K	Buy	6,407 +66	+1%	+$6.71K	0.06%	192
2024 Q2	$566K	Sell	6,341 -635	-9%	-$54.6K	0.05%	180
2024 Q1	$599K	Buy	6,976 +202	+3%	+$16.6K	0.06%	168
2023 Q4	$559K	Buy	6,774 +35	+0.5%	+$2.82K	0.05%	175
2023 Q3	$517K	Buy	6,739 +121	+2%	+$8.98K	0.06%	175
2023 Q2	$462K	Sell	6,618 -264	-4%	-$17.7K	0.05%	190
2023 Q1	$444K	Sell	6,882 -2,236	-25%	-$153K	0.04%	195
2022 Q4	$656K	Sell	9,118 -47	-0.5%	-$3.15K	0.07%	181
2022 Q3	$515K	Buy	9,165 +123	+1%	+$7.24K	0.06%	195
2022 Q2	$500K	Sell	9,042 -26	-0.3%	-$1.53K	0.05%	222
2022 Q1	$584K	Buy	9,068 +75	+0.8%	+$4.7K	0.05%	231
2021 Q4	$576K	Sell	8,993 -223	-2%	-$12.5K	0.05%	242
2021 Q3	$517K	Buy	9,216 +2,774	+43%	+$152K	0.04%	257
2021 Q2	$347K	Buy	+6,442	New	+$351K	0.04%	216
2021 Q1	–	Sell	-6,500	Closed	-$302K	–	222
2020 Q4	$302K	Buy	+6,500	New	+$266K	0.05%	176

Other funds holding AFL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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