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BerganKDV Wealth Management’s Aflac AFL Stock Holding History

BerganKDV 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
2023
Q2 		$1.13M Sell
16,186
-166
-1% -$11.1K 0.11% 125
2023
Q1 		$1.06M Sell
16,352
-365
-2% -$25K 0.11% 127
2022
Q4 		$1.2M Sell
16,717
-47,344
-74% -$3.17M 0.13% 113
2022
Q3 		$3.6M Buy
64,061
+4,358
+7% +$256K 0.43% 50
2022
Q2 		$3.3M Sell
59,703
-104
-0.2% -$6.14K 0.38% 59
2022
Q1 		$3.85M Buy
59,807
+3,759
+7% +$235K 0.41% 54
2021
Q4 		$3.27M Sell
56,048
-1,810
-3% -$101K 0.34% 60
2021
Q3 		$3.02M Buy
57,858
+1,480
+3% +$80.9K 0.34% 62
2021
Q2 		$3.02M Buy
56,378
+3,085
+6% +$168K 0.36% 59
2021
Q1 		$2.73M Buy
53,293
+2,479
+5% +$119K 0.35% 62
2020
Q4 		$2.26M Buy
50,814
+724
+1% +$29.6K 0.32% 68
2020
Q3 		$1.82M Buy
50,090
+3,797
+8% +$138K 0.29% 76
2020
Q2 		$1.67M Buy
46,293
+2,437
+6% +$88K 0.29% 77
2020
Q1 		$1.5M Buy
43,856
+9,140
+26% +$418K 0.31% 72
2019
Q4 		$1.84M Buy
34,716
+260
+0.8% +$13.8K 0.33% 67
2019
Q3 		$1.8M Buy
34,456
+2,485
+8% +$131K 0.36% 65
2019
Q2 		$1.75M Buy
31,971
+2,198
+7% +$113K 0.35% 62
2019
Q1 		$1.49M Buy
29,773
+2,995
+11% +$144K 0.3% 64
2018
Q4 		$1.22M Buy
26,778
+1,769
+7% +$78.6K 0.29% 70
2018
Q3 		$1.18M Buy
25,009
+248
+1% +$11.3K 0.25% 74
2018
Q2 		$1.06M Buy
24,761
+881
+4% +$39.6K 0.24% 75
2018
Q1 		$1.04M Sell
23,880
-210
-0.9% -$9.29K 0.29% 73
2017
Q4 		$1.06M Buy
24,090
+740
+3% +$31.6K 0.25% 78
2017
Q3 		$950K Buy
23,350
+374
+2% +$15.1K 0.24% 83
2017
Q2 		$892K Buy
22,976
+348
+2% +$13.1K 0.25% 78
2017
Q1 		$819K Buy
22,628
+1,242
+6% +$44K 0.24% 82
2016
Q4 		$744K Sell
21,386
-1,184
-5% -$41.7K 0.25% 83
2016
Q3 		$811K Buy
22,570
+112
+0.5% +$4.08K 0.28% 65
2016
Q2 		$810K Sell
22,458
-3,336
-13% -$114K 0.35% 64
2016
Q1 		$814K Buy
+25,794
New +$766K 0.49% 61

Other funds holding AFL

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BerganKDV Wealth Management's AFL Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Aflac (AFL) stake by 1% in Q2 2023, selling an estimated $11.1K and leaving 16,186 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #125.

BerganKDV Wealth Management first reported a position in AFL in Q1 2016 and has held it in 30 quarters since. The position peaked at $3.85M in Q1 2022. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

  • BerganKDV Wealth Management held 16,186 shares of Aflac worth $1.13M as of Q2 2023.
  • BerganKDV Wealth Management sold 166 Aflac shares in Q2 2023, an estimated $11.1K.
  • Aflac made up 0.11% of BerganKDV Wealth Management's portfolio in Q2 2023, its #125 holding.
  • BerganKDV Wealth Management first reported a position in Aflac in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's Aflac position peaked at $3.85M in Q1 2022.
  • 1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.