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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return