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Arete Wealth Advisors’s Aflac AFL Stock Holding History

Arete Wealth Advisors’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
Q4 		– Sell
-1,822
Closed -$203K – 367
2025
Q3 		$203K Buy
+1,822
New +$191K 0.01% 723
2025
Q1 		– Sell
-7,760
Closed -$802K – 715
2024
Q4 		$802K Sell
7,760
-237
-3% -$25.8K 0.06% 297
2024
Q3 		$893K Sell
7,997
-865
-10% -$87.9K 0.08% 240
2024
Q2 		$791K Buy
+8,862
New +$762K 0.06% 286
2024
Q1 		– Sell
-9,094
Closed -$750K – 383
2023
Q4 		$750K Buy
+9,094
New +$733K 0.06% 309
2023
Q3 		– Sell
-3,200
Closed -$223K – 512
2023
Q2 		$223K Buy
+3,200
New +$214K 0.02% 573
2023
Q1 		– Sell
-5,009
Closed -$360K – 656
2022
Q4 		$360K Buy
+5,009
New +$335K 0.03% 409

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Arete Wealth Advisors's AFL Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Aflac (AFL) in Q4 2025, closing a stake of 1,822 shares — an estimated $203K sold.

Arete Wealth Advisors first reported a position in AFL in Q4 2022 and held it in 7 quarters. The position peaked at $893K in Q3 2024. 1,681 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Aflac position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,822 Aflac shares in Q4 2025, an estimated $203K.
  • Arete Wealth Advisors first reported a position in Aflac in Q4 2022 and held it in 7 quarters.
  • Arete Wealth Advisors's Aflac position peaked at $893K in Q3 2024.
  • 1,681 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.