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Capital A Wealth Management’s Aflac AFL Stock Holding History

Capital A 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
2025
Q2 		$27.6K Sell
334
-29
-8% -$3.05K 0.31% 109
2025
Q1 		$40.4K Sell
363
-8
-2% -$849 0.04% 167
2024
Q4 		$38.4K Buy
+371
New +$40.5K 0.06% 171

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital A Wealth Management's AFL Position: Q2 2025 in Review

Capital A Wealth Management reduced its Aflac (AFL) stake by 8% in Q2 2025, selling an estimated $3.05K and leaving 334 shares worth $27.6K. The position accounts for 0.31% of the portfolio, ranked #109.

Capital A Wealth Management first reported a position in AFL in Q4 2024 and has held it in 3 quarters since. The position peaked at $40.4K in Q1 2025. 1,613 funds tracked by Wall St. Rank hold AFL as of Q2 2025.

  • Capital A Wealth Management held 334 shares of Aflac worth $27.6K as of Q2 2025.
  • Capital A Wealth Management sold 29 Aflac shares in Q2 2025, an estimated $3.05K.
  • Aflac made up 0.31% of Capital A Wealth Management's portfolio in Q2 2025, its #109 holding.
  • Capital A Wealth Management first reported a position in Aflac in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Aflac position peaked at $40.4K in Q1 2025.
  • 1,613 funds tracked by Wall St. Rank held Aflac as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.