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Burns Matteson Capital Management’s Aflac AFL Stock Holding History

Burns Matteson Capital 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
2025
Q3 		– Sell
-3,862
Closed -$407K – 200
2025
Q2 		$407K Buy
3,862
+33
+0.9% +$3.47K 0.2% 108
2025
Q1 		$426K Buy
3,829
+671
+21% +$71.2K 0.23% 89
2024
Q4 		$327K Sell
3,158
-3,546
-53% -$387K 0.18% 113
2024
Q3 		$750K Buy
6,704
+3,627
+118% +$369K 0.42% 48
2024
Q2 		$275K Buy
3,077
+121
+4% +$10.4K 0.17% 122
2024
Q1 		$254K Buy
2,956
+23
+0.8% +$1.89K 0.16% 128
2023
Q4 		$241K Hold
2,933
– – 0.17% 119
2023
Q3 		$225K Buy
+2,933
New +$218K 0.14% 126
2022
Q1 		– Sell
-12,538
Closed -$732K – 122
2021
Q4 		$732K Buy
12,538
+3,114
+33% +$175K 0.5% 57
2021
Q3 		$491K Buy
9,424
+1,425
+18% +$77.9K 0.37% 55
2021
Q2 		$429K Buy
7,999
+3,051
+62% +$166K 0.34% 57
2021
Q1 		$253K Buy
+4,948
New +$237K 0.24% 65

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Burns Matteson Capital Management's AFL Position: Q3 2025 in Review

Burns Matteson Capital Management sold out of Aflac (AFL) in Q3 2025, closing a stake of 3,862 shares — an estimated $407K sold.

Burns Matteson Capital Management first reported a position in AFL in Q1 2021 and held it in 12 quarters. The position peaked at $750K in Q3 2024. 1,625 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

  • Burns Matteson Capital Management reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
  • Burns Matteson Capital Management sold 3,862 Aflac shares in Q3 2025, an estimated $407K.
  • Burns Matteson Capital Management first reported a position in Aflac in Q1 2021 and held it in 12 quarters.
  • Burns Matteson Capital Management's Aflac position peaked at $750K in Q3 2024.
  • 1,625 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on Burns Matteson Capital Management's 13F filing for Q3 2025, filed 16 Oct 2025.