Callan Capital’s Aflac AFL Stock Holding History

Callan Capital’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 Q1	$306K	Buy	2,755 +377	+16%	+$40K	0.02%	277
2024 Q4	$246K	Buy	2,378 +414	+21%	+$45.1K	0.02%	288
2024 Q3	$220K	Buy	+1,964	New	+$200K	0.02%	319

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Callan Capital's AFL Position: Q1 2025 in Review

Callan Capital increased its Aflac (AFL) stake by 16% in Q1 2025, buying an estimated $40K and bringing the position to 2,755 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #277.

Callan Capital first reported a position in AFL in Q3 2024 and has held it in 3 quarters since. 1,627 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

Callan Capital held 2,755 shares of Aflac worth $306K as of Q1 2025.
Callan Capital bought 377 Aflac shares in Q1 2025, an estimated $40K.
Aflac made up 0.02% of Callan Capital's portfolio in Q1 2025, its #277 holding.
Callan Capital first reported a position in Aflac in Q3 2024 and has held it in 3 quarters since.
1,627 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.