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	0.05%	401
2022 Q1	$753K	Buy	+29,424	New	+$1.84M	0.01%	844

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return