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Calton & Associates’s Aflac AFL Stock Holding History

Calton & Associates’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 		– Sell
-2,011
Closed -$208K – 341
2024
Q4 		$208K Buy
+2,011
New +$219K 0.09% 186
2024
Q1 		– Sell
-2,594
Closed -$214K – 192
2023
Q4 		$214K Buy
+2,594
New +$209K 0.09% 220
2023
Q3 		– Sell
-3,016
Closed -$211K – 106
2023
Q2 		$211K Sell
3,016
-2,130
-41% -$143K 0.1% 189
2023
Q1 		$332K Sell
5,146
-130
-2% -$8.9K 0.15% 142
2022
Q4 		$380K Buy
5,276
+13
+0.2% +$870 0.15% 165
2022
Q3 		$295K Sell
5,263
-191
-4% -$11.2K 0.17% 137
2022
Q2 		$301K Sell
5,454
-177
-3% -$10.4K 0.17% 152
2022
Q1 		$362K Sell
5,631
-426
-7% -$26.7K 0.11% 209
2021
Q4 		$353K Sell
6,057
-566
-9% -$31.7K 0.09% 227
2021
Q3 		$345K Sell
6,623
-656
-9% -$35.9K 0.08% 266
2021
Q2 		$391K Buy
7,279
+867
+14% +$47.3K 0.07% 238
2021
Q1 		$328K Buy
+6,412
New +$308K 0.06% 261
2018
Q1 		– Sell
-3,298
Closed -$145K – 363
2017
Q4 		$145K Buy
+3,298
New +$141K 0.04% 410

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

Calton & Associates's AFL Position: Q1 2025 in Review

Calton & Associates sold out of Aflac (AFL) in Q1 2025, closing a stake of 2,011 shares — an estimated $208K sold.

Calton & Associates first reported a position in AFL in Q4 2017 and held it in 13 quarters. The position peaked at $391K in Q2 2021. 1,629 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Calton & Associates reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
  • Calton & Associates sold 2,011 Aflac shares in Q1 2025, an estimated $208K.
  • Calton & Associates first reported a position in Aflac in Q4 2017 and held it in 13 quarters.
  • Calton & Associates's Aflac position peaked at $391K in Q2 2021.
  • 1,629 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Calton & Associates's 13F filing for Q1 2025, filed 5 May 2025.