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Apexium Financial’s Aflac AFL Stock Holding History

Apexium Financial’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 		$282K Sell
2,525
-27
-1% -$2.84K 0.01% 248
2025
Q2 		$269K Sell
2,552
-551
-18% -$57.9K 0.01% 237
2025
Q1 		$345K Buy
3,103
+103
+3% +$10.9K 0.02% 208
2024
Q4 		$310K Buy
3,000
+1,077
+56% +$117K 0.02% 204
2024
Q3 		$215K Buy
+1,923
New +$195K 0.01% 220

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

Apexium Financial's AFL Position: Q3 2025 in Review

Apexium Financial reduced its Aflac (AFL) stake by 1.1% in Q3 2025, selling an estimated $2.84K and leaving 2,525 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #248.

Apexium Financial first reported a position in AFL in Q3 2024 and has held it in 5 quarters since. The position peaked at $345K in Q1 2025. 1,621 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • Apexium Financial held 2,525 shares of Aflac worth $282K as of Q3 2025.
  • Apexium Financial sold 27 Aflac shares in Q3 2025, an estimated $2.84K.
  • Aflac made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #248 holding.
  • Apexium Financial first reported a position in Aflac in Q3 2024 and has held it in 5 quarters since.
  • Apexium Financial's Aflac position peaked at $345K in Q1 2025.
  • 1,621 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.