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Bison Wealth’s Aflac AFL Stock Holding History

Bison 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
2024
Q4 		$455K Buy
4,402
+183
+4% +$20K 0.1% 171
2024
Q3 		$472K Buy
4,219
+29
+0.7% +$2.95K 0.08% 245
2024
Q2 		$360K Hold
4,190
– – 0.06% 292
2024
Q1 		$360K Buy
4,190
+1
+0% +$82 0.06% 292
2023
Q4 		$346K Sell
4,189
-134
-3% -$10.8K 0.06% 291
2023
Q3 		$332K Sell
4,323
-532
-11% -$39.5K 0.06% 287
2023
Q2 		$339K Buy
4,855
+1,150
+31% +$77K 0.06% 272
2023
Q1 		$247K Hold
3,705
– – 0.08% 215
2022
Q4 		$271K Buy
+3,705
New +$248K 0.09% 220
2020
Q1 		– Sell
-5,889
Closed -$312K – 331
2019
Q4 		$312K Sell
5,889
-53
-0.9% -$2.81K 0.15% 166
2019
Q3 		$311K Sell
5,942
-620
-9% -$32.7K 0.17% 153
2019
Q2 		$360K Sell
6,562
-594
-8% -$30.6K 0.21% 134
2019
Q1 		$358K Sell
7,156
-130
-2% -$6.26K 0.22% 136
2018
Q4 		$332K Buy
7,286
+2,721
+60% +$121K 0.24% 124
2018
Q3 		$215K Buy
+4,565
New +$209K 0.14% 197

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Bison Wealth's AFL Position: Q4 2024 in Review

Bison Wealth increased its Aflac (AFL) stake by 4.3% in Q4 2024, buying an estimated $20K and bringing the position to 4,402 shares worth $455K. The position accounts for 0.1% of the portfolio, ranked #171.

Bison Wealth first reported a position in AFL in Q3 2018 and has held it in 15 quarters since. The position peaked at $472K in Q3 2024. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Bison Wealth held 4,402 shares of Aflac worth $455K as of Q4 2024.
  • Bison Wealth bought 183 Aflac shares in Q4 2024, an estimated $20K.
  • Aflac made up 0.1% of Bison Wealth's portfolio in Q4 2024, its #171 holding.
  • Bison Wealth first reported a position in Aflac in Q3 2018 and has held it in 15 quarters since.
  • Bison Wealth's Aflac position peaked at $472K in Q3 2024.
  • 1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.