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Axiom Financial Strategies’s Aflac AFL Stock Holding History

Axiom Financial Strategies’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 		– Sell
-2,143
Closed -$238K – 45
2025
Q1 		$238K Sell
2,143
-20
-0.9% -$2.12K 0.14% 38
2024
Q4 		$224K Buy
2,163
+62
+3% +$6.76K 0.12% 38
2024
Q3 		$235K Buy
+2,101
New +$214K 0.12% 40

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

Axiom Financial Strategies's AFL Position: Q2 2025 in Review

Axiom Financial Strategies sold out of Aflac (AFL) in Q2 2025, closing a stake of 2,143 shares — an estimated $238K sold.

Axiom Financial Strategies first reported a position in AFL in Q3 2024 and held it in 3 quarters. The position peaked at $238K in Q1 2025. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • Axiom Financial Strategies reported no remaining Aflac position as of Q2 2025 after selling out during the quarter.
  • Axiom Financial Strategies sold 2,143 Aflac shares in Q2 2025, an estimated $238K.
  • Axiom Financial Strategies first reported a position in Aflac in Q3 2024 and held it in 3 quarters.
  • Axiom Financial Strategies's Aflac position peaked at $238K in Q1 2025.
  • 1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Axiom Financial Strategies's 13F filing for Q2 2025, filed 30 Jul 2025.