Austin Private Wealth’s Aflac AFL Stock Holding History

Austin Private Wealth’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	$386K	Sell	3,502 -2,017	-37%	-$222K	0.03%	209
2025 Q3	$616K	Sell	5,519 -7	-0.1%	-$735	0.05%	156
2025 Q2	$583K	Sell	5,526 -15	-0.3%	-$1.58K	0.05%	166
2025 Q1	$616K	Buy	5,541 +5	+0.1%	+$530	0.06%	139
2024 Q4	$573K	Buy	5,536 +53	+1%	+$5.78K	0.05%	133
2024 Q3	$613K	Buy	5,483 +2	+0%	+$203	0.06%	122
2024 Q2	$490K	Buy	5,481 +2	+0%	+$172	0.05%	121
2024 Q1	$467K	Buy	5,479 +1	+0%	+$82	0.05%	127
2023 Q4	$452K	Hold	5,478	–	–	0.06%	114
2023 Q3	$420K	Buy	5,478 +1,500	+38%	+$111K	0.06%	102
2023 Q2	$278K	Buy	+3,978	New	+$266K	0.04%	129

Other funds holding AFL

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 New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Austin Private Wealth's AFL Position: Q4 2025 in Review

Austin Private Wealth reduced its Aflac (AFL) stake by 37% in Q4 2025, selling an estimated $222K and leaving 3,502 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #209.

Austin Private Wealth first reported a position in AFL in Q2 2023 and has held it in 11 quarters since. The position peaked at $616K in Q3 2025. 1,678 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

Austin Private Wealth held 3,502 shares of Aflac worth $386K as of Q4 2025.
Austin Private Wealth sold 2,017 Aflac shares in Q4 2025, an estimated $222K.
Aflac made up 0.03% of Austin Private Wealth's portfolio in Q4 2025, its #209 holding.
Austin Private Wealth first reported a position in Aflac in Q2 2023 and has held it in 11 quarters since.
Austin Private Wealth's Aflac position peaked at $616K in Q3 2025.
1,678 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.