Atticus Wealth Management’s Aflac AFL Stock Holding History

Atticus Wealth 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	-790	Closed	-$83.3K	–	207
2025 Q2	$83.3K	Hold	790	–	–	0.02%	267
2025 Q1	$87.8K	Hold	790	–	–	0.03%	177
2024 Q4	$81.7K	Hold	790	–	–	0.03%	187
2024 Q3	$88.3K	Sell	790 -12	-1%	-$1.22K	0.03%	182
2024 Q2	$71.6K	Sell	802 -50	-6%	-$4.3K	0.02%	197
2024 Q1	$73.2K	Hold	852	–	–	0.02%	201
2023 Q4	$70.3K	Sell	852 -15	-2%	-$1.21K	0.02%	208
2023 Q3	$66.6K	Buy	867 +65	+8%	+$4.83K	0.03%	216
2023 Q2	$56K	Hold	802	–	–	0.02%	252
2023 Q1	$51.7K	Hold	802	–	–	0.02%	250
2022 Q4	$57.7K	Hold	802	–	–	0.02%	236
2022 Q3	$44K	Hold	802	–	–	0.02%	248
2022 Q2	$44K	Buy	802 +400	+100%	+$23.6K	0.02%	270
2022 Q1	$26K	Sell	402 -400	-50%	-$25K	0.01%	305
2021 Q4	$47K	Buy	+802	New	+$44.9K	0.02%	229
2020 Q3	–	Sell	-500	Closed	-$18K	–	315
2020 Q2	$18K	Sell	500 -134	-21%	-$4.84K	0.01%	214
2020 Q1	$22K	Buy	634 +1	+0.2%	+$46	0.02%	200
2019 Q4	$34K	Buy	+633	New	+$33.6K	0.02%	197

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atticus Wealth Management's AFL Position: Q3 2025 in Review

Atticus Wealth Management sold out of Aflac (AFL) in Q3 2025, closing a stake of 790 shares — an estimated $83.3K sold.

Atticus Wealth Management first reported a position in AFL in Q4 2019 and held it in 18 quarters. The position peaked at $88.3K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

Atticus Wealth Management reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 790 Aflac shares in Q3 2025, an estimated $83.3K.
Atticus Wealth Management first reported a position in Aflac in Q4 2019 and held it in 18 quarters.
Atticus Wealth Management's Aflac position peaked at $88.3K in Q3 2024.
1,624 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.