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Avantax Advisory Services’s Aflac AFL Stock Holding History

Avantax Advisory Services’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 		$10.8M Sell
102,068
-7,306
-7% -$768K 0.06% 259
2025
Q1 		$12.2M Buy
109,374
+3,365
+3% +$357K 0.07% 209
2024
Q4 		$11M Buy
106,009
+4,678
+5% +$510K 0.07% 205
2024
Q3 		$11.3M Buy
101,331
+1,731
+2% +$176K 0.07% 195
2024
Q2 		$8.9M Buy
99,600
+7,452
+8% +$641K 0.06% 227
2024
Q1 		$7.91M Sell
92,148
-10,648
-10% -$873K 0.07% 217
2023
Q4 		$8.48M Sell
102,796
-1,594
-2% -$128K 0.08% 188
2023
Q3 		$8.01M Sell
104,390
-588
-0.6% -$43.6K 0.09% 174
2023
Q2 		$7.33M Buy
104,978
+1,908
+2% +$128K 0.08% 181
2023
Q1 		$6.65M Buy
103,070
+3,799
+4% +$260K 0.08% 186
2022
Q4 		$7.14M Buy
99,271
+8,950
+10% +$599K 0.1% 170
2022
Q3 		$5.08M Buy
90,321
+5,744
+7% +$338K 0.08% 196
2022
Q2 		$4.68M Buy
84,577
+8,528
+11% +$503K 0.07% 210
2022
Q1 		$4.89M Buy
76,049
+58,450
+332% +$3.66M 0.07% 215
2021
Q4 		$1.03M Sell
17,599
-91
-0.5% -$5.1K 0.02% 531
2021
Q3 		$926K Buy
17,690
+2,162
+14% +$118K 0.02% 512
2021
Q2 		$834K Buy
15,528
+1,530
+11% +$83.4K 0.02% 524
2021
Q1 		$716K Sell
13,998
-397
-3% -$19K 0.02% 509
2020
Q4 		$639K Sell
14,395
-22,033
-60% -$902K 0.02% 484
2020
Q3 		$1.33M Buy
36,428
+24,310
+201% +$885K 0.02% 449
2020
Q2 		$432K Sell
12,118
-112
-0.9% -$4.05K 0.01% 519
2020
Q1 		$419K Buy
12,230
+695
+6% +$31.8K 0.01% 477
2019
Q4 		$611K Buy
11,535
+3,877
+51% +$206K 0.01% 426
2019
Q3 		$401K Buy
7,658
+1,462
+24% +$77.2K 0.02% 360
2019
Q2 		$340K Buy
6,196
+726
+13% +$37.4K 0.02% 371
2019
Q1 		$273K Sell
5,470
-259
-5% -$12.5K 0.01% 379
2018
Q4 		$262K Buy
+5,729
New +$255K 0.04% 321

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's AFL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Aflac (AFL) stake by 6.7% in Q2 2025, selling an estimated $768K and leaving 102,068 shares worth $10.8M. The position accounts for 0.06% of the portfolio, ranked #259.

Avantax Advisory Services first reported a position in AFL in Q4 2018 and has held it in 27 quarters since. The position peaked at $12.2M in Q1 2025. 1,612 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • Avantax Advisory Services held 102,068 shares of Aflac worth $10.8M as of Q2 2025.
  • Avantax Advisory Services sold 7,306 Aflac shares in Q2 2025, an estimated $768K.
  • Aflac made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #259 holding.
  • Avantax Advisory Services first reported a position in Aflac in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Aflac position peaked at $12.2M in Q1 2025.
  • 1,612 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.