Atria Wealth Solutions’s Aflac AFL Stock Holding History

Atria Wealth Solutions’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 Q2	$835K	Sell	7,936 -2,882	-27%	-$303K	0.02%	717
2025 Q1	$1.2M	Sell	10,818 -10,920	-50%	-$1.16M	0.01%	810
2024 Q4	$2.25M	Buy	21,738 +6,491	+43%	+$708K	0.02%	606
2024 Q3	$1.7M	Sell	15,247 -22,263	-59%	-$2.26M	0.02%	696
2024 Q2	$1.76M	Sell	37,510 -3,044	-8%	-$262K	0.02%	672
2024 Q1	$1.95M	Sell	40,554 -6	-0%	-$492	0.02%	649
2023 Q4	$1.88M	Buy	40,560 +2,833	+8%	+$228K	0.02%	620
2023 Q3	$1.53M	Sell	37,727 -5,048	-12%	-$375K	0.02%	645
2023 Q2	$1.75M	Buy	42,775 +5,099	+14%	+$341K	0.02%	610
2023 Q1	$1.29M	Buy	37,676 +8,069	+27%	+$552K	0.02%	707
2022 Q4	$852K	Buy	29,607 +5,073	+21%	+$340K	0.01%	827
2022 Q3	$384K	Sell	24,534 -11,469	-32%	-$675K	0.01%	1167
2022 Q2	$2.26M	Buy	36,003 +6,579	+22%	+$388K	0.04%	401
2022 Q1	$753K	Buy	+29,424	New	+$1.84M	0.01%	844

Other funds holding AFL

JPH

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's AFL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Aflac (AFL) stake by 27% in Q2 2025, selling an estimated $303K and leaving 7,936 shares worth $835K. The position accounts for 0.02% of the portfolio, ranked #717.

Atria Wealth Solutions first reported a position in AFL in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.26M in Q2 2022. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

Atria Wealth Solutions held 7,936 shares of Aflac worth $835K as of Q2 2025.
Atria Wealth Solutions sold 2,882 Aflac shares in Q2 2025, an estimated $303K.
Aflac made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #717 holding.
Atria Wealth Solutions first reported a position in Aflac in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Aflac position peaked at $2.26M in Q2 2022.
1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.