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Brophy Wealth Management’s Aflac AFL Stock Holding History

Brophy 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
2024
Q3 		$590K Buy
+5,274
New +$536K 0.21% 110

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Brophy Wealth Management's AFL Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Aflac (AFL) in Q3 2024: 5,274 shares worth $590K. The stake represents 0.21% of the portfolio and ranks #110 among its holdings.

1,549 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • Brophy Wealth Management held 5,274 shares of Aflac worth $590K as of Q3 2024.
  • Aflac was a new Brophy Wealth Management position in Q3 2024.
  • Aflac made up 0.21% of Brophy Wealth Management's portfolio in Q3 2024, its #110 holding.
  • 1,549 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.